We have been engaged by a Dynamic Wealth Management firm with offices in California and Florida. They want to build new offices around potential acquisition target companies and fee-based Wealth Management professionals with revenue. The firm currently manages $1 billion and has strong end-to-end management investment and operations platform in place. They are a strong proponent of the fiduciary standard and have developed an aggressive compensation/ownership plan to attract top notch professionals.
Our client is a privately owned Registered Investment Advisor with significant capital resources; nationally known backers, and a top notch management team with a strong record of success. Service is of paramount importance and candidates must have a comparable client service culture. Our client offers a full slate of wealth management services.
Target locations include: Vero Beach, Naples, Boca Raton, Tampa, Miami, New York City, Chicago and San Francisco.