Wealth Management Arm of Top Ranked CPA Firm

Overview

1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in New York City to open the De Novo office.

Highlights

• The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
• Strong flow of leads from internal CPA’s as well as from newly purchased CPA’s firms.
• Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
• Collaborative, collegial culture. Clear Track to equity partnership.

Requirements

• Strong planning capabilities, CFP preferred
• Track record of successful business development