| Job Details
Job #: 14619 - Wealth Advisor New Business - Westchester NY - CPA/ Boutique Wealth Management Firm
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14619
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| Inactive / Filled |
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Wealth Advisor New Business - Westchester NY - CPA/ Boutique Wealth Management Firm
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NY-White Plains
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
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| Investments & Securities; Wealth Management - Personal Trust |
| None |
| Low: $150,000 |
High: $175,000 |
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| Low: $200,000 |
High: $300,000 |
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| standard |
| None Listed |
| No |
| Full Time / Direct Hire |
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| Wealth Advisor New Business. 1MM – 100MM level clientele - Westchester NY - Boutique Wealth Management Arm of a well respected accounting firm seeks business development officer with portable clientele, entrepreneurial opportunity |
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| Service existing clients and bring in new relationships from internal referrals. |
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| 30MM AUM of portable high net worth investment management clientele. |
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| Bachelor's |
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| None |
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| None |
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| 5-6+ |
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