Wealth Advisor - Columbus, Ohio United States - 27829



JOB DESCRIPTION

Job #: 27829
Title: Wealth Advisor
Job Location: Columbus, Ohio - United States
Employment Type:
Salary: contact recruiter for details
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


The role will focus on developing and growing comprehensive high touch relationships for the Firm's HNW clientele (5-200mm+). The Firm has a broad investment offering including ETF's, mutual funds, international, hedge funds, etc. Extensive support and infrastructure provided via established head office team during initial phase until additional team members are brought on board.
 

JOB DESCRIPTION

Well established Midwest-based RIA(15+ years) seeks entrepreneurial Wealth Advisor to open and lead build out of a local office in Columbus, OH.

The firm has a  track record of  success in opening  and developing new offices. In order to better service clients and increase their footprint in the region, the Firm is looking to open and build out a local Columbus office and team. The Wealth Advisor will lead this effort, run the office and report directly to the Firm's founders. Firm is employee owned and is looking for a professional with partnership potential.
 

QUALIFICATIONS

The ideal candidate will  have extensive wealth and investment advisory background, strong local COI network, and portable AUM. Experience in the alternative investment and hedge fund space is desired. May consider individual with a track record of business development who is not able to bring over a book immediately due to contractual restrictions.

Education:
University - Bachelor's Degree/3-4 Year Degree

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