Senior Wealth Advisor

2B+ AUM Region

Overview

Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+ annual growth opportunities from custodial referral channels.  

Highlights

• Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele
• Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
• $250,000k+ compensation package including above market revenue based payouts and clear track to partnership

Requirements

• Solid high net worth tax background with the ability to field complex tax planning related questions with confidence