This role is designed for someone who has already operated an RIA as an owner, or who has a substantial amount of expertise and is considering breaking away from an existing firm.
- Currently owner-operator of RIA or highly successful team leader within a larger company.
- Knowledgeable in all areas of running a practice or team.
- Strong focus on financial planning or tax, with supporting knowledge in other related fields.
Full time, salaried position with bonus based on revenue.