Wealth Manager

2 weeks ago


Trenton, United States CareerBuilder Full time

Wealth Advisor, Independent RIA
New Jersey

Overview
Boutique, Independent Wealth Management Firm seeks a Wealth Advisor in Essex County, NJ to inherit a client book of ~40m+ AUM from the Founding partner.

Highlights
The founding partner is focused on growth and seeking to align with a Lead Advisor who can inherit clients and continue to grow the practice through referrals and networking.
The Firm has a track record of attracting and retaining top advisors, providing a strong growth channel in a family-oriented collegial culture.
Advise high-net-worth families on financial planning, insurance, retirement planning and cash flow analysis. Mentorship and training provided.
Path towards equity partnership.

Requirements
2+ years experience
2Collegial, boutique atmosphere with 4+ Days a week in the office
Experience serving as a lead advisor
Successful track record of business development

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