Boutique Independent Wealth Management Firm seeks a Lead Client Advisor to source new assets and manage client relationships.
• The Firm offers an extensive suite of institutional investment strategies, building customized portfolios from not only equities and fixed income, but also real estate, venture capital, private equity and private debt.
• The Private Client business includes not only a suite of comprehensive wealth management services but also a full-service business management offering.
• The Firm has the ability and professional resources to source unique private company and real estate direct investment deals to bolster their offerings high net worth and ultra-high net worth clientele
• This role is ideal for a Financial Advisor with a portable book of clients seeking true independence within a collaborative environment. o The Firm is offering extremely competitive payouts, extensive client service support and comprehensive benefits, with a track towards equity over time.