Senior Investment Advisor


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 


  • 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  


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


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