We have been retained by a client who is seeking a Senior Wealth Advisor for their office in West Palm Beach, FL. They are open to relocating the right candidate if the advisor has client relationships in the Southeast Region. This is an exceptional early-stage opportunity with an independent, privately-held firm founded by two prominent …
We have been retained by a nationally recognized multifamily-office who is seeking a Senior Wealth Advisor (SWA) for their regional office in Seattle, WA. This prestigious, independent partnership is recognized as one of the leading wealth advisories in the industry. They have developed a platform and business model for the UHNW client segment allowing for …
We have been retained by a client who is seeking a Managing Director, CFO Services for their new regional office in Denver, CO. The firm was co-founded by two prominent wealth management and investment principals who joined their private family offices. This is an exceptional early-stage opportunity with an independent privately-held firm whose executive leadership is among the …