We are working closely with a well-known and highly sought after Wealth Management firm with offices in several key U.S. locations. Our client, a $20 billion Registered Investment Advisor, is growing and looking to hire top notch wealth management professionals.
We are searching for a dynamic professional that can start and develop a new location in Arizona. This professional must have strong and long standing relationships in the region and be able to drive start-up activities, new business development and ongoing business growth. Strong relationship management, business management and new business development skills are essential.
The target HNW client has $5 to $15 million in total wealth. The firm’s investment philosophy combines both internally managed assets and external managers. In addition to investment management/advisory, they have deep wealth management services and a very strong infrastructure.
The target candidate has 15-years of related experience within the wealth management industry, is dynamic, investment oriented and entrepreneurial and is a team player. Strong credentials are required and a CFA preferred.