09 Aug Wealth Advisor
Ultra High Net Worth Wealth Advisory Firm
Ultra High Net Worth Wealth Advisory Firm seeks a Lead Wealth Advisor to inherit existing clients and continue to cultivate new relationships.
- The Firm services high net worth and ultra high net worth clientele of the Firm (10 million to 300 million net worth’s) with a focus on high touch relationship management and suite of comprehensive wealth management services
- Strong culture of collaboration and entrepreneurship
- No portable book of business necessary
- Significant base salary, profit and performance bonuses and strong business development incentives. Excellent benefits.
- Clear path towards equity ownership
● Must have a track record of externally focused business development
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