#1028
Senior Wealth Manager
Washington, DC
Independent RIA
Overview
Dynamic and fast growing $400M+ AUM Independent RIA seeks a seasoned Advisor to inherit relationships and to continue develop his/her own book of business in a collaborative ensemble practice. Fee-based fiduciary culture with significant Firm generated lead flow.
Highlights
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Strong expertise in advising newly independent women, and entrepreneurs looking towards liquidity events
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Extensive marketing budget that drives a continuous stream of warm leads and prospects for advisors
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Provide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management
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In house tax prep and advice capabilities
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Clear track towards equity ownership
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Member of the Broker Protocol
Requirements
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Track record of business development from an external network
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CFP, CDFA, CEP or CEPA