A Boutique Wealth Firm in New City, NY is seeking an experienced Wealth Advisor to join their team and work an established book of business.
This is a salaried position with a bonus, NOT a commission position with a draw. Work for an established firm with over $1B AUM that is looking for the right person to develop relationships with their existing client base. Additionally, they offer a career path to Lead Advisor and are thinking long-term about this position.
- No book of clients is required to bring
- CFP is strongly preferred and will get you considered much more quickly
- Compliance / Operations support is offered by the firm
This is an in-office position and transportation is required . They are located in Rockland County.