1B+ AUM Boutique RIA

Overview  

Dynamic Independent Registered Investment Advisor seeks a Senior Wealth Advisor to focus on comprehensive wealth management, client retention and growth. 

Provide sophisticated financial advisory and investment management services to high-net-worth clientele, foundations, corporations, and retirement plans.  

Highlights  

• Utilize proprietary in-house and firm sponsored marketing and lead driving systems to generate introductions to qualified investors. 
• Collegial and diverse firm culture with institutional level operational, technology and relationship management support 
• Competitive compensation package inclusive of base, bonus, revenue payouts in perpetuity and excellent benefits.  

Requirements 

• Successful track record in sourcing, building, and maintaining relationships with high-net-worth clientele in investment management 
• No portable book of business required