Senior Wealth Advisor - Elite Portfolio, CFP, Revenue Share
Boutique Recruiting
Boutique Recruiting seeks a Lead Wealth Advisor in New York to manage an established book of approximately 200 client relationships totaling about $160 million in assets under management. You will guide clients through retirement, investment, tax and estate planning while transitioning from a retiring senior advisor. The ideal candidate is a seasoned CFP® professional with strong emotional intelligence, credibility and fiduciary dedication, capable of leading sophisticated client conversations #J-18808-Ljbffr Boutique Recruiting
Vacancy posted 3 days ago
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