Job Description

Graydon Employment Solutions has a client looking a Financial & Wealth Advisors in all US major citys.
send resume along with your name and phone number to Bill Kirkpatrick bill at graydonjobs.com

Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.
Clients: We have several Wealth Advisory Clients seeking Advisors with a book of business to join their teams.
Clients include large broker dealers, RIA Custodians, Independent RIAs, Banks, Private Wealth Advisory firms across the U.S.
Examples include: LPL Financial; Momentum Wealth Partners; Essex Financial; Atlantic Wealth Partners; Alliance Bernstein…..

Candidate Profile:
Should have their own client portfolio that they manage. Minimum book of business $30-40m
Has not been recently terminated from another advisor role
Located in North America
Is not encumbered by a non-compete or non-solicit
May be an independent looking for a better support structure
May want to work with a team that will allow for an exit strategy - succession plan
May be a small group of advisors looking for marketing and operational support that will allow for more rapid growth
Whatever the situation, we likely can find them a home. They key is their ability to bring their existing clients with them.
Employment Type: Full-Time
Salary: $ 30,000.00 499,999.00 Per Year

Job Tags

Full time,

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