Job Description

Choose a job you love, and you will never have to work a day in your life. — Confucius

Lead Wealth Advisor

  • Job Tag: #LI-TE1
  • Posted: May 03,2024

We are partnered with a long-standing wealth management team looking to build a legacy plan as leaders plan to retire from the business. This is an opportunity for an experienced Wealth Advisor to inherit a long-standing book of business, lead their own office and develop/hire a team.

Qualified candidates will have:

  • 7-15 years of Wealth Management experience, preferably in RIA wealth management
  • Experience with 403(b) and long-term annuity planning
  • CFP Certification and a clean U4

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