The Anderson Search Group has been engaged by one of the top boutique, high-net worth wealth management firms in the country to identify a Wealth Advisor for the Baltimore market. With over 100 years of experience and part of one the 15th largest bank holding companies, this firm has a world class platform to bring the white glove, concierge service and capabilities your high-net worth clients deserve.
The Ideal Candidate Shall Possess:
- 5+ years of proven success bringing in new high-net worth households, new assets, and new revenue from their own centers of influence
- Entrepreneurial spirit and drive
- Client is open to business developing relationship managers from commercial or private banking wishing to become the quarterback of a high-net worth wealth management relationship