Senior Bankers and Financial Advisors across the U.S.

We are currently supporting a global independent asset management platform (~$150bn AUM, established large presence in the U.S.) in a selective search for senior bankers and financial advisors across the United States – anywhere in the U.S. (onshore and offshore)

We are looking to connect with professionals who:

• Hold Series 65 / 64 licenses (Series 7 also relevant);
• Manage a portable book of clients;
• Are considering a transition toward a more independent and entrepreneurial platform.