The Wealth Management arm of a top 10 US CPA firm is seeking a leader to start the practice in the Providence office.
- As an FA you re supported by a 70 year National CPA firm.
- UHNW and HNW clients.
- Cultivate relationships with over 30 CPAs in the office. This offers unlimited potential for referrals.
- Career Development with ongoing training mentoring.
- Equity track
Requirements
* 35 year experience
* Series 65 or 66
* deep understanding of all public investments and a working understanding of Alts & PE offerings
* unquenchable drive to succeed
* current book not necessary but recommended
Qualifications: Bachelor s or master s degree in Business or related field and CFA certification preferred Minimum of ten years experience in financial services industry with direct client responsibility Must have a strong working knowledge of investment consulting and high net worth wealth planning techniques Proven track record of consistent business development Must have a professional demeanor with the utmost respect for confidential matters Must be able to work independently and in a team environment Must have excellent written and verbal communication skills with strong interpersonal skills Must be detail oriented with excellent organizational skills Must have ability to multi-task Must have ability to work in a high stress, fast paced environment Must have strong work ethic with a positive attitude Working Conditions: Travel as business needs necessitate approximately 50% Moderate periods of sitting utilizing a computer