Firm Leader - Washington DC - Boutique RIA

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JOB DESCRIPTION

Job #: 15510
Status: Inactive / Filled
Title: Firm Leader - Washington DC - Boutique RIA
Job Location: Washington, DC
Base Compensation: $100,000 — $150,000
Total Compensation: $150,000 — $200,000
Is Employer Willing to Relocate?: Yes
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Asset & Investment; Wealth Management - Trust Tax
Industries: Financial Services

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

QUALIFICATIONS

Successful track record of leadership. Strong knowledge of wealth management with good overall investment/planning background.
Education: Bachelor's
  
Certifications: Certified/Chartered Financial Analyst
  
Total Years of Experience: 9-10+
  
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