Private Client Advisor - RIA
TWM Executive Search
US · United States
About this role
Established and rapidly expanding RIA seeks Private Client Advisor in Northern New Jersey to provide wealth management services to their HNW/UHNW clients with complex planning needs. Join a growing collegial group of advisors while being supported by team of CFAs, CIMAs, CFPs and S-65 trained staff Serve as the Relationship Manager on a growing book of HNW/UHNW clients The RIA has a STRONG pipeline of clients coming from the parent firm (accounting firm) Firm offers a strong team atmosphere, as…
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