Job Description
Requirements
A well-established wealth management platform is seeking experienced Portfolio Managers / Wealth Advisors who currently manage meaningful client relationships and are interested in a stronger long-term growth environment. This opportunity is geared toward advisors with portable books of business who want enhanced infrastructure, broader investment capabilities, succession planning support, and a more scalable platform for both clients and future growth.
This is not an entry-level advisor role. The team is specifically looking for relationship-driven professionals who have built trust with high-net-worth individuals, families, business owners, and institutional-caliber clients, and who understand how to grow and retain assets in a highly competitive market.
Responsibilities
- Manage and grow an existing book of high-net-worth and ultra-high-net-worth client relationships
- Develop customized portfolio and wealth manage...