Wealth Advisor Opportunity - Westchester County - 2nd Generation Firm Leadership

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JOB DESCRIPTION

Job #: 17449
Status: Inactive / Filled
Title: Wealth Advisor Opportunity - Westchester County - 2nd Generation Firm Leadership
Job Location: Yonkers, NY
Base Compensation: $100,000 — $170,000
Total Compensation: $155,000 — $300,000
Benefits: Above Average
Is Employer Willing to Relocate?: No
Job Categories: Investments & Securities; Wealth Management - Asset & Investment

WHY IS THIS A GREAT OPPORTUNITY?

Wealth Advisor Opportunity - Westchester County - 2nd Generation Firm Leadership Hands on, collegial environment. Ownership and equity opportunity.

JOB DESCRIPTION

Boutique Investment Advisory Firm seeks High Net Worth Wealth Advisor (1mm-20mm level clientele) to develop business, manage relationships and transition into second generation firm leadership. Counsel clients regarding fee based investment advisory and financial planning. opportunity.

QUALIFICATIONS

Track record of business development success in the high net worth advisory arena required.
Education: Bachelor's
  
Total Years of Experience: 7-8+
  
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