Wealth Advisor - Baltimore MD - 10mm-500mm level clientele

JOB DESCRIPTION

Job #: 18795
Status: Active
Title: Wealth Advisor - Baltimore MD - 10mm-500mm level clientele
Job Location: Baltimore, MD
Base Compensation: $100,000 — $150,000
Total Compensation: $110,000 — $195,000
Benefits: Above average benefits including full health coverage
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Finance; Wealth Management - Asset & Investment; Wealth Management - Personal Trust
Industries: Financial Services

WHY IS THIS A GREAT OPPORTUNITY?

~Wealth Advisor - Baltimore MD - 10mm-500mm level clientele ~Ownership and equity opportunity.

JOB DESCRIPTION

Boutique Wealth Management Firm/Multi-Family Office seeks Wealth Advisor to develop new business and manage relationships with high net worth and ultra-high net worth clientele. Firm serves as Chief Financial Officer to clients regarding their overall wealth plan including: investments, financial planning, business planning, gift and estate issues, multi-generational wealth education, tax management, real estate, philanthropic advisory, insurance, retirement and family office services.

QUALIFICATIONS

- 6+ years and track record of business development success in the local marketplace required.
Education: Bachelor's
  
Total Years of Experience: 5-6+
  

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