Senior Wealth Advisor

CPA Referral Channel

Saratoga Springs, NY

Overview

Fast growing and dynamic Multi-Billion AUM Fee-Only RIA serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor to manage relationships sourced from a newly purchased CPA firm. Additional opportunity to inherit assets from retiring advisors who have sold their practice to the RIA.

Clear track to equity partnership

 Highlights

• The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
• Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
• Collaborative, collegial culture offering full benefits and a hybrid culture
• $175,000+ first year compensation package