Overview

Stable, two professional RIA looking for an advisor to join our firm, or merge with a similar sized firm. Our ideal candidate has 5+ years as an advisor, at least one of the CFA, CFP, or MBA designations, and experience with E-Money Advisor. We look for an entrepreneurial individual who is seeking an ownership position, and look to be flexible on the process towards ownership given the current environment and size of book.

We have taken great efforts in building a client-centric firm serving HNW clients with integrity and diligence while providing a workplace the fosters professional and personal growth.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

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