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.  
• Collaborative culture offering excellent work/life balance  
• Competitive compensation package including significant base salary and bonuses
• Track to equity ownership

Relocation package available

Requirements 

• 5+ years’ wealth management experience
• Entrepreneurial and desire to thrive in a boutique RIAW