Thu, 05 Nov 2009 12:07:00 GMT
Description:
Summary/Responsibilities:
Investment Management firm with twenty year track record running a respected hedge fund strategy is transitioning to become a fee‐only wealth management firm/family office for medical professionals the firm is looking to bring on an experienced professional to serve as financial planner and primary wealth advisor for existing and new clients of the firm.
Wealth Advisor will oversee financial planning and all aspects of client wealth management besides investment selection, which is done by the investment committee, which the Wealth Advisor will be a member of.
Firm provides benefits of back office support/planning software/compliance/portfolio team/existing RIA/legal services/etc.
Requirements:
5+ years of financial planning experience required
Series 65 license and CFP/PFS/similar accreditation required
Transferrable AUM of $20M+ required
CPA license and law degree preferred, but not required
apply at: http://www.brokeragejobs.com/jobdetails:1138
Location: NYC
Compensation: Commensurate with experience and AUM
Principals only. Recruiters, please dont contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.
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