Investment Advisor

ECG Resources

Investment Advisor

West Palm Beach, FL
Full Time
Paid
  • Responsibilities

    6B+ AUM Established Multi-Family Office seeks professional in Southeast Florida with strong new business background to spearhead and build-out their Florida practice.

    • Entrepreneurial opportunity to expand existing Florida practice of well-established firm
    • Work with current Florida client base and COI's 
    • Collaborate with Partners to cultivate new relationships with UHNW clients at 25mm – billion level, and then serve as the relationship manager for those clients
    • The Advisor will be strongly supported by the firm in building the business and servicing the clients
    • Requires 5\+ years' BDO experience and proven track record of new business success with UHNW clients in any capacity (investments, insurance, yachts, etc.)