Our Client is a prominent Wealth Manager (RIA) with offices throughout the U.S. Their clients include high net worth individuals, families, institutions, trusts and foundations.
The firm is looking for an Associate Advisor to join their Client Advisory team in the Delaware office. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.
The Associate Advisor will be instrumental in partnering with UHNW Clients and will work closely with the Wealth Advisory and Investment teams. This individual will also work with Wealth Advisors on client and wealth advisory related material and communication. The Associate will provide financial presentations and analytical support and help to ensure consistency across all client relationships and offices. Overall the opportunity offers excellent exposure and allows the Associate Advisor to continue furthering their career within the firm.
Associate Advisor – Investment Advisor Responsibilities:
Associate Advisor – Investment Advisor Requirements:
Referrals – Do you know someone who may be a fit?
• We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp Associate Investment Advisor – who’s name comes to mind?