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Wealth Advisor New Business - Westchester NY - CPA/ Boutique Wealth Management Firm

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JOB DESCRIPTION
Job #: 14619
Status: Inactive / Filled
Title: Wealth Advisor New Business - Westchester NY - CPA/ Boutique Wealth Management Firm
Job Location: NY-White Plains
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
Job Categories: Investments & Securities; Wealth Management - Personal Trust
Industries: None
Base Compensation:
Low: $150,000       High: $175,000
Total Compensation:
Low: $200,000       High: $300,000
Benefits: standard
Overnight Travel: None Listed
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
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
 
Job Description:
Service existing clients and bring in new relationships from internal referrals.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: 30MM AUM of portable high net worth investment management clientele.
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 5-6+
 
First Name:
Last Name:
E-mail Address:

 

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