19 Oct Senior Wealth Advisor/Team Lead
Senior Wealth Advisor/Team Lead
Fee Only Wealth Management Firm
Greater Detroit Area
Independent Wealth Management Firm in the Greater Detroit Area seeks a Senior Wealth Advisor/Team Lead to inherit the client base and team leadership of ~300M AUM (~150 clients) from a retiring senior partner.
Manage a team of Wealth Advisors in advising clients with regards to estate and tax planning, financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction and charitable giving with a focus on high touch relationship management and retention strategies.
- Collaborative and forward thinking culture, embracing cutting edge technologies and industry best practices
- Competitive base salary, profit and performance-based bonuses
- 3+ years of effective leadership experience the within wealth/investment
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