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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: MI-Grand Rapids
Upper Midwest (MI, MN, ND, SD & WI)
Job Categories: Wealth Management - Asset & Investment
Industries: None
Base Compensation:
Low: $100,000       High: $175,000
Total Compensation:
Low: $125,000       High: $200,000
Bonus, Incentives, etc.: Competitive compensation package including attractive base salary + bonus
Benefits: Above average
Overnight Travel: None Listed
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
 
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
Mandatory Minimum Qualifications - Must Have: 10+ years experience and track record of business development success required.
 
Preferred Qualifications: MBA, CFA or CFP
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 11-15+
 
First Name:
Last Name:
E-mail Address:

 

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