Registered Investment Advisor (RIA)
RemoteUnited States
United StatesRemoteFull TimeLicense Or CertificationSmall
Full TimeLicense Or CertificationSmall
Job Summary
Manage client portfolios with $30M+ in assets under management while seeking better operational and compliance support. Scale your practice through marketing, acquisition strategies, and succession planning to maximize book of business value. Work independently or join an established team within a network of leading wealth management firms, broker-dealers, and banks across the U.S. Eliminate administrative burdens to focus on serving clients and explore structured exit strategies.
Required Qualifications
- Experienced RIAs with $30M+ in assets under management (AUM)
- Typically 20+ years in the business, managing client portfolios
- Currently independent or part of a small team
- Must not be encumbered by non-compete or non-solicit agreements
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.