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RIA Seeks Successor

Company: Confidential
Location: Charleston
Posted on: January 17, 2020

Job Description:

REQUIRED: - Portable investment book generating sufficient fees to compensate succession candidate. Company is a fee-only RIA seeking the right candidate to join and to ultimately acquire an existing $100M+ clientele from a retiring advisor. - Clients are in the $1M to $25MM range. - Five-year runway. - Applicants must have the following: - Portable investment book generating sufficient fees to compensate the candidate as the candidate learns the Company's existing clients. Excellent presentation skills Have a planning orientation Focus on institutional quality, low-cost products. Spotless compliance record Deep relationships in the community Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER----- - (CFP -), Certified Investment Management Analyst -(CIMA) or other professional designations are highly preferred. Interested parties please contact: - Tim White Managing Partner - Private Wealth Management Practice - Direct 972.265.5252 -Kaye/Bassman International Corp. 5851 Legacy Circle - Suite 500 - Plano, Texas 75024 Main Office 972.931.5242 -

Keywords: Confidential, Charleston , RIA Seeks Successor, Other , Charleston, South Carolina

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