Norman Alex
The Executive Recruiter - Wealth Management/Private Banking
Top producing financial advisors and teams are being recruited for top tier advisors and teams throughout the DC-Baltimore market. A global book of clients from $150MM - $2BBMM+ in assets Hunter’s mentality and will work to prospect and acquire new clients and assets from new and existing High Net Worth clients focused in the US Responsible for advising on and implementing investment, banking and trust/estate solutions with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor) Ensure that the proposed solutions maximize the clients’ needs, goals and objectives As former financial advisors and investment managers, we understand the markets and the challenges and upsides of moving your practice to a new firm. We make the introductions, take you through the due diligence process and assist with the deal negotiations. For over 20 years, we have moved top advisors and teams in the country, both domestically and internationally. It\'s what we do and all we do. If you are not 100% satisfied with your current shop, let\'s talk. Call/text Michael Hubbard @ 305/684-7814 Seniority level
Director Employment type
Full-time Job function
Finance, Analyst, and Accounting/Auditing Industries
Banking, Financial Services, and Insurance
#J-18808-Ljbffr
Top producing financial advisors and teams are being recruited for top tier advisors and teams throughout the DC-Baltimore market. A global book of clients from $150MM - $2BBMM+ in assets Hunter’s mentality and will work to prospect and acquire new clients and assets from new and existing High Net Worth clients focused in the US Responsible for advising on and implementing investment, banking and trust/estate solutions with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor) Ensure that the proposed solutions maximize the clients’ needs, goals and objectives As former financial advisors and investment managers, we understand the markets and the challenges and upsides of moving your practice to a new firm. We make the introductions, take you through the due diligence process and assist with the deal negotiations. For over 20 years, we have moved top advisors and teams in the country, both domestically and internationally. It\'s what we do and all we do. If you are not 100% satisfied with your current shop, let\'s talk. Call/text Michael Hubbard @ 305/684-7814 Seniority level
Director Employment type
Full-time Job function
Finance, Analyst, and Accounting/Auditing Industries
Banking, Financial Services, and Insurance
#J-18808-Ljbffr