Location:New York, NY, 10001, USA
Company:Brokerage Consultants
Keywords:
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Wealth Advisor / Registered Investment Advisor
Job Details:
Location:New York City Description:
Summary/Responsibilities:
Investment Management firm with twenty year track record running a respected hedge fund strategy is transitioning to become a fee?only wealth management firm/family office for medical professionals ? the firm is looking to bring on an experienced professional to serve as financial planner and primary wealth advisor for existing and new clients of the firm. Wealth Advisor will oversee financial planning and all aspects of client wealth management besides investment selection, which is done by the investment committee, which the Wealth Advisor will be a member of. Firm provides benefits of back office support/planning software/compliance/portfolio team/existing RIA/legal services/etc. Requirements:
5+ years of financial planning experience required Series 65 license and CFP/PFS/similar accreditation required Transferrable AUM of $20M+ required CPA license and law degree preferred, but not required Compensation:
Commensurate with experience and AUM apply at:
http:
//www.brokeragejobs.com/jobdetails:
1138
