Founding Partner

TWM Executive Search
CA, United States
Full-time

A well-established consulting firm backed by private equity is looking to build an RIA around a successful advisor / team.

The firm has a successful track record of building out RIAs. This is an exclusive opportunity to elevate your client experience and transition to true independence.

Requirements :

  • 8+ years tenure as a lead advisor
  • Minimum revenue of 5mm
  • Current clients aren’t getting the attention and level of service they deserve
  • Opportunity available nationally

Reach out to us for additional details.

9 days ago
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