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Investment Advisor

2 months ago

West Palm Beach, United States ECG Resources Full time
Job DescriptionJob Description

6B+ AUM Established Multi-Family Office seeks professional in Southeast Florida with strong new business background to spearhead and build-out their Florida practice.

  • Entrepreneurial opportunity to expand existing Florida practice of well-established firm
  • Work with current Florida client base and COI's
  • Collaborate with Partners to cultivate new relationships with UHNW clients at 25mm – billion level, and then serve as the relationship manager for those clients
  • The Advisor will be strongly supported by the firm in building the business and servicing the clients
  • Requires 5+ years' BDO experience and proven track record of new business success with UHNW clients in any capacity (investments, insurance, yachts, etc.)