Description

This is a Wealth Management Succession Opportunity. 

A rare opportunity to acquire access to existing high net wealth clients. The right candidate becomes a partner. 40 clients, $180AUM, multiple client liquidity events on the immediate horizon adding another $100AUM to existing clients. 

About Acme Jack Wealth Management (AJWM) 

AJWM is a boutique advisory practice built around high-net-worth clients and multi-generational wealth transfer. We manage assets and liabilities with a long view. Every client relationship is a long-term commitment – some now spanning two generations. The practice is built on depth, not volume. What separates us from other wealth managers is our High Personal Touch, providing concierge services that go beyond managing money. We choose our clients as carefully as they choose us. 

Requirements

This is a full-time position for an advisor who wants to build a practice, not fill a seat. You'll work directly with established clients on asset management, financial planning and estate strategy. The practice is led by the president and senior advisor of AJWM with decades of client relationships and a defined succession horizon. For the right person, this is a clear path to equity partnership – not a possibility, a plan. 
CFA or CFP required. An existing book of business is a strong plus. 

Integrity. Approachability. Trustworthiness. Customer Focus. If you don't have these traits, don't bother applying for the position. 

   Strong interpersonal skills — you build relationships, not just portfolios
   Minimum 10 years of client-facing experience in wealth management
   Deep knowledge of asset management, financial planning, and estate strategy
   Experience with personalized retirement solutions
   Financial modeling and data analysis proficiency
   Existing client relationships welcomed
   CFA or CFP certification required

Acme Jack Wealth Management

wjack@acmejwm.com