Job Description

Our dynamic Registered Investment Advisory (RIA) fiduciary firm was spun-off from one of the most respected asset managers in the US and our custodian is a world-class bank with an impeccable reputation, giving us full access to every possible resource. Our primary office is in New York with a vision to develop a national presence. Our growth time horizon is focused on the long-term, not the next couple of quarters, investing resources now to build a terrific future.

Our growth plan is ___ want to find and hire great advisors who see/understand that the future of the industry is with fee-based, independent fiduciaries, laser-focused on the client's needs and the personal relationship and service required to retain clients and their trust for decades.

If your business is still in transition to a fee-based model, we'll work/train you to make the move. Attitude/personality and growth potential are as important to us as AUM.

We also have substantial experience in the family office and non-profit segments of the industry and are interested in hearing from professionals in those areas.

If you are ready to make the move to a different kind of environment, away from the overbearing bureaucracies to a forward-thinking, people oriented organization, you owe it to yourself to get in touch with us.

Listing Age
2,261 days old
Resources
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