Thursday, November 5, 2009

Looking for a wealth advisor/RIA position in NYC?

Passing this along from a recruiter. If anyone reading this is interested, e-mail me and I'll connect you with him:

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.

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

3 comments:

Anonymous said...

If you have $20 million transferable AUM then you can work anywhere you damn please.

DaveinHackensack said...

Perhaps not "anywhere", but you make a good point.

sarah said...

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Alena

http://grantfoundation.net