MFO Executive Leadership Opportunity - Southeast FL - 2mm-250mm+ level clientele

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JOB DESCRIPTION

Job #: 17618
Status: Inactive / Filled
Title: MFO Executive Leadership Opportunity - Southeast FL - 2mm-250mm+ level clientele
Job Location: Boca Raton, FL
Base Compensation: $125,000 — $150,000
Total Compensation: $200,000 — $500,000+
Benefits: Above Average
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Tax ; Wealth Management - Personal Trust; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?


MFO Executive Leadership Opportunity - Southeast FL - 2mm-250mm+ level clientele

JOB DESCRIPTION

~RIA/Multi Family Office based in the Northeast seeks Senior Wealth Advisor to expand their offerings in Southeast Florida. ~Lead organizational build-out, source referrals from existing local client relationships and network with local centers of influence to onboard new clientele. ~Oversee comprehensive wealth management advisory serviced from the home office including investment advisory, income tax planning, family governance, philanthropic advice, business succession, cash flow analysis, and estate planning.

QUALIFICATIONS

~Track record of business development success required. ~No portable book of business necessary.

Education:
Bachelor's

Total Years of Experience:
3-4+

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