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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: 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
 
QUALIFICATIONS
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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