Senior Vice President of Wealth Management
Senior Wealth Advisor, the South East
Wealth Management Arm of Top Ranked CPA Firm
Overview
1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in the South East.
Highlights
- The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
- Strong flow of leads from internal CPA’s as well as from newly purchased CPA’s firms.
- Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
- Collaborative, collegial culture. Clear Track to Equity Partnership.
Requirements
- Strong planning capabilities, CFP preferred
- Track record of successful business development
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