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.
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
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: