Lead Investment Advisor - Inherit Client Relationships from Retiring Partner

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JOB DESCRIPTION

Job #: 16170
Status: Inactive / Filled
Title: Lead Investment Advisor - Inherit Client Relationships from Retiring Partner
Job Location: Grand Rapids, MI
Base Compensation: $100,000 — $175,000
Total Compensation: $125,000 — $200,000
Benefits: Above average
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Wealth Management - Asset & Investment

WHY IS THIS A GREAT OPPORTUNITY?


Boutique Registered Investment Advisory Firm seeks Lead Investment Advisor to inherit HNW client relationships from retiring partner (2mm -30mm level clientele). Ownership and equity opportunity.

JOB DESCRIPTION

Manage relationships and advise clients regarding comprehensive portfolio management including individual equities, bonds, and fixed income ETFs.

QUALIFICATIONS

10+ years experience and track record of business development success required.

Preferred Qualifications:
MBA, CFA or CFP

Education:
Bachelor's

Total Years of Experience:
11-15+

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