Lead Investment Advisor - Inherit Client Relationships from Retiring Partner
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|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|
|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 DESCRIPTIONManage relationships and advise clients regarding comprehensive portfolio management including individual equities, bonds, and fixed income ETFs.
10+ years experience and track record of business development success required.
MBA, CFA or CFP
Total Years of Experience: