Senior Wealth Advisor

Senior Wealth Advisor

Succession Planning

Jacksonville, FL

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 inherit assets from a retiring advisor in Jacksonville.

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