Wealth Advisor - United States - 33474



JOB DESCRIPTION

Job #: 33474
Title: Wealth Advisor
Job Location: , - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


The firm has a track record of success and growth in the Midwest region as a fee only, open architecture independent Registered Investment Advisor providing comprehensive planning and investment management. In order to better service clients and increase their footprint in the area, the firm is looking to open and build out local teams in Indiana, Ohio and Kentucky, with other locations open to consideration. The Wealth Advisor will help lead this effort in their region, with the opportunity to report directly to/over time become an active part of the Firm's executive leadership. The firm, while autonomous in its day to day operations, is well financed as part of a financial services holding company and has meaningful lead generation opportunities.

Teams, lift-outs and acquisitions are also of interest.

JOB DESCRIPTION

Wealth Advisor - KY, OH, IN

Well established Midwest-based RIA (40+ years) seeks entrepreneurial Wealth Advisor to join and/or open and lead build-out of Midwest-based offices and beyond.

The role will focus on developing and growing comprehensive high touch HNW relationships. The Firm has a diverse, open architecture investment offering including traditional investment strategies and vehicles as well as hard to source, alternative and private investment opportunities.  Extensive support and infrastructure provided via established head office team.

Teams, lift-outs and acquisitions are also of interest.

QUALIFICATIONS

The ideal candidate will have extensive experience working with high-net worth clients, an established track record of developing new business, and ideally portable AUM. May consider individual with a track record of business development who is not able to bring over a book immediately due to contractual restrictions. Advisors with experience working with clients in the medical field a plus.

Teams, lift-outs and acquisitions are also of interest.

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

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