Lead Financial Advisor

Lead Financial Advisor

Inherit 100m+ AUM

Wilmington, DE

Overview

Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit 100+ relationships from the retiring partner in an ensemble fee-based practice.

•  Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
• Initial responsibility for approximately $100M and room to grow from there
  
• Opportunity to make an impact of the Firm through retention and growth of client base
• Collegial office environment that thrives on collaboration and communication
• Competitive compensation package including significant base salary, discretionary bonuses and strong career path
•  Opportunity to grow into a Senior Advisor role leading your own team, with a genuine path to partnership
  

Requirements

•  5+ years of experience as the lead advisor
• Advanced industry leading designations such as CFP, CPA, EA or JD
•  Series 65