Wealth Advisor - Baltimore MD - 10mm-500mm level clientele
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|Status:||Inactive / Filled|
|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|
WHY IS THIS A GREAT OPPORTUNITY?
~Wealth Advisor - Baltimore MD - 10mm-500mm level clientele ~Ownership and equity opportunity.
JOB DESCRIPTIONBoutique 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.
- 6+ years and track record of business development success in the local marketplace required.
Total Years of Experience: