An award-winning boutique RIA is seeking seasoned Wealth Advisors to help expand their presence strategically from both a leadership and an advisor standpoint. This person will be working to build a book of business consisting of UHNW and HNW private clients through business development and personal networks.
This person will play a pivotal role in not only building, but also solidifying client relationships with the goal of developing first call status for all financial planning needs. Due to the role this individual will be playing in the organization, it is highly preferred that this person comes with prior experience exceeding client expectations by providing strategic investment advice for clients as well as recommending value-added products and services.
A broad and deep understanding of investment management, wealth management, and family office services is highly desirable for this role.
Some additional responsibilities for this position include (but are not limited to):
Managing and working closely with existing UHNW and HNW Private Clients
Performing business development to lead in the growth of a book of business
Experience with investments and working at a family office or wealth management firm/RIA
Working closely with internal team members ensure consistency in offering to prospects and existing client base
This person must have:
6+ years' experience in Wealth Management
Experience in Relationship Management/Business Development with Private Clients
Demonstrable track record working and managing US UHNW private clients with at least $3m of investable assets