Wealth Advisor
Company: NPAworldwide Recruitment Network
Location: Louisville
Posted on: April 10, 2021
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Job Description:
JOB DESCRIPTION
Job #: 35787 Title: Wealth Advisor Job Location: Louisville,
Kentucky - United States Employment Type: Salary: contact recruiter
for details Other Compensation: Above Average Benefits Employer
Will Recruit From: Regional Relocation Paid?: NO WHY IS THIS A
GREAT OPPORTUNITY? The firm has a track record of success and
growth in the Midwest region as a fee only, open architecture
independent Registered Investment Advisor providing comprehensive
planning and investment management. In order to better service
clients and increase their footprint in the area, the firm is
looking to open and build out local teams in Indiana, Ohio and
Kentucky, with other locations open to consideration. The Wealth
Advisor will help lead this effort in their region, with the
opportunity to report directly to/over time become an active part
of the Firm`s executive leadership. The firm, while autonomous in
its day to day operations, is well financed as part of a financial
services holding company and has meaningful lead generation
opportunities. Teams, lift-outs and acquisitions are also of
interest. JOB DESCRIPTION
Wealth Advisor - Kentucky Well established Midwest-based RIA (40+
years) seeks entrepreneurial Wealth Advisor to join and/or open and
lead build-out of Midwest-based offices and beyond. The role will
focus on developing and growing comprehensive high touch HNW
relationships. The Firm has a diverse, open architecture investment
offering including traditional investment strategies and vehicles
as well as hard to source, alternative and private investment
opportunities. Extensive support and infrastructure provided via
established head office team. Teams, lift-outs and acquisitions are
also of interest. QUALIFICATIONS The ideal candidate will have
extensive experience working with high-net worth clients, an
established track record of developing new business, and ideally
portable AUM. May consider individual with a track record of
business development who is not able to bring over a book
immediately due to contractual restrictions. Advisors with
experience working with clients in the medical field a plus. Teams,
lift-outs and acquisitions are also of interest. Education:
University - Bachelor`s Degree/3-4 Year Degree
Keywords: NPAworldwide Recruitment Network, Louisville , Wealth Advisor, Other , Louisville, Kentucky
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