Wealth Advisor

Wealth Advisor

Boutique Fee Only RIA
Published
March 4, 2021
Location
Harrisburg Region, United States

Description

Wealth Advisor

Boutique Fee Only RIA

Harrisburg Region

 

Overview
Well established boutique Fee-Only RIA in the Greater Harrisburg Region seeks a Wealth Advisor to manage existing relationships and prepare financial plans.
Opportunity for ownership and equity as the Senior Partner nears retirement.

 

Highlights

  • Advise high net worth clientele with regards to financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction, tax planning, insurance and education funding
  • Opportunity for partnership and near term equity ownership
  • Competitive base salary, profit and performance based bonuses
  • Excellent benefits including full family health insurance coverage, 401k matching and profit sharing

Requirements

  • Advanced designation such as CFP, CPA, JD, CFA or MBA preferred
  • Must possess strong technical planning skills for high net worth clientele
Apply
Drop files here browse files ...

Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation



Are you sure you want to delete this file?
/