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Opportunity in a Fee-Only RIA open to advisors from both wirehouses and RIAs
Internal support team, custom financial plans, & in house investment management
About Our Client
My client is a well-established fee-only wealth management firm based out of RI that is in the process of expanding its practice. My client does its own investment management and custom portfolio construction, has a strong in house support team, and creates their own custom financial plans for each client.
This opportunity is looking for a key hire for the group. As a boutique firm, they have the flexibility to build this role around the right person. Whether you are interested in managing your book of clients and cultivating those relationships, focusing on business development, or a bit of both - this opportunity can mold around your particular interests.
The Successful Applicant
The ideal candidate for the Financial Advisor opportunity would have an existing client base of around $30 million in assets. As a tenured individual, the ideal candidate would have an existing plan of action to how they would like to grow their position within the firm.
What's on Offer
- Negotiable fee split depending on the candidate
- Negotiable total compensation package