Direct message the job poster from TWM Executive Search
Gary Teigman
Founder & CEO at TWM Executive Search
A well-established consulting firm backed by private equity is looking to build an RIA around a successful advisor/team.
The firm has a successful track record of building out RIAs. This is an exclusive opportunity to elevate your client experience and transition to true independence.
Requirements:
8+ years tenure as a lead advisor
Minimum revenue of 5mm
Current clients aren’t getting the attention and level of service they deserve
Opportunity available nationally
Reach out to us for additional details.
Seniority level
Executive
Employment type
Full-time
Job function
Finance
Industries
Investment Advice, Financial Services, and Investment Management
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