Wealth Advisor Opportunity - Westchester County - 2nd Generation Firm Leadership
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|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|
|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 DESCRIPTIONBoutique 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.
Track record of business development success in the high net worth advisory arena required.
Total Years of Experience: