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Firm Leader - Washington DC - Boutique RIA

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Job #: 15510
Status: Inactive / Filled
Title: Firm Leader - Washington DC - Boutique RIA
Job Location: DC-Washington
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: Financial Services
Base Compensation:
Low: $100,000       High: $150,000
Total Compensation:
Low: $150,000       High: $200,000
Overnight Travel: None Listed
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
Why is This a Great Opportunity?
Top Rated Boutique Wealth Advisory Firm
Job Description:
Consult with High Net Worth Individuals regarding financial planning and investments and overall wealth planning issues, Provide guidance and leadership to staff, Oversee Operations and technology implementations
Mandatory Minimum Qualifications - Must Have: Successful track record of leadership. Strong knowledge of wealth management with good overall investment/planning background.
Education: Bachelor's
Certifications: Certified/Chartered Financial Analyst
Licenses: None
Total Years of Experience: 9-10+
First Name:
Last Name:
E-mail Address:


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