Our Client

Our client is a boutique wealth management company offering affluent clients wealth planning strategies that protect what is important to them, build the reality they dream of, create what their hearts desire, and grow what they have worked so hard to build.

Duties & Responsibilities

They are looking to bring in an experienced Wealth Manager and afford them the opportunity to succeed with their superior and diverse risk and investment offerings.

Desired Experience & Qualifications

• 7+ years Financial Planning/Wealth Management experience
• CFP advantageous
• RE 5