Wealth Management Advisor
Wealth Management Advisor
TWM Executive Search
New York City Metropolitan Area
See who TWM Executive Search has hired for this role
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.
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Seniority level
Executive -
Employment type
Full-time -
Job function
Finance -
Industries
Investment Advice, Financial Services, and Investment Management
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