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Location

Providence, RI | United States

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Job description

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

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Salary