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Investment Advisor (1176-1)
Our client is an independent, privately held RIA in the Columbia, MD area
serving high net worth clients. Their client-centric service model focuses on
independent research, customized solutions, and exceptional client service.
They are seeking an experienced Investment Advisor to join and grow with the
current team. The firm offers employees room for career growth/professional
development opportunities, generous compensation plan, comprehensive health
care package, and 401k options.
Attract high net worth clients (over $1M in investable assets) while retaining
existing client base
Provide a holistic financial and fiduciary-driven planning approach
Support clients with superior service
Build/maintain strong working relationships
Comply with firm and regulatory requirements/policies
Relevant Word Search: Investment Advisor, Financial Advisor, JD, Juris,
fiduciary-driven, holistic, RIA, family office, Private Wealth, HNW, high-net
worth, high-net-worth, high net-worth, CPA, fee-only, certified financial
planner, CFP, CFA, chartered financial analyst, series 65, series 66
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