Boutique Wealth Management Firm Overview Boutique RIA seeks a Wealth Advisor to play a key role in the continued growth and success of the firm with a focus on goals-based planning, comprehensive wealth management, and high touch client service. Not a commissioned sales role. No portable book of business required. Highlights
Collaborate with the Founding Partners to provide wealth and investment management support across the client base of an ensemble practice
Opportunity to be mentored in all areas of fiduciary wealth management including financial planning, investment consulting, retirement planning, tax planning, and charitable giving.
Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.
Sanford Rose Associates is ranked as the 10th Largest U.S. Search Firm by Executive Search Review, demonstrating our ability to deliver the caliber of talent that our clients both require and deserve.
Over the past 60+ years, Sanford Rose Associates has maintained an exclusive network of offices who remain unparalleled in terms of professionalism, performance and service that exceeds our clients’ expectations.