Senior Investment Advisor

Recruiter
Leah Yosef International
Location
Richmond, Virginia
Salary
Competitive Salary
Posted
07 Feb 2023
Closes
09 Mar 2023
Job Function
Equities Research: Buy Side, Equities Research: Sell Side, Fixed Income Research: Buy Side, Fixed Income Research: Sell Side, Investment Advisor/Consultant, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Private Equity/Venture Capital, Relationship Management, Risk Management, Wealth Management
Industry Sector
Asset Management, Finance - General, Private Wealth Management Firm
Certifications
Passed CFA Level III (Charter Pending)
Employment Type
Full Time
Education
Bachelors

Overview 

Fast growing and dynamic National Wealth Management Firm seeks a Senior Investment Advisor in Richmond, Virginia to inherit a book of high-net-worth clientele (400m+ AUM) from retiring founding partners.   

Relocation Package Available 

Not a commissioned sales role. Portable book of business not required 

Highlights 

  • Receive valuable mentorship and guidance from founding partners while inheriting clients and collaboratively growing the firm 
  • The Firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF’s 
  • Implement the Firm’s investment strategies and asset allocation using mostly individual stocks and bonds and a few high-quality ETF’s 
  • Opportunity to lead the investment process, building and maintaining investment policy statements and performing due diligence and research  

Requirements 

  • 5+ years of wealth advisory experience with excellent interpersonal  
  • CFA, CFP or CIMA a plus  

 

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