I am a respected and accomplished sales executive within the financial services industry that is now looking for the right opportunity to return to private practice. After years of leading advisors and financial services leaders I am in a unique position to find the perfect fit. I am affiliated with an RIA that has built out a very successful Private Wealth Advisory business. We have in house asset management provided by a CFA, 2 CFP support staff developing financial plans, proposals and analysis, and have refined our systems and processes enabling us to not only frequently meet HNW prospects but to close over 85% of our initial meetings. We are RIA only and have designed a unique means of delivering alternative investments (private placements, etc) via the RIA platform.
I am looking for opportunities in the following states, AZ and CO.