The posting
CPA Referral Channel Saratoga Springs, NY Overview Fast growing and dynamic Multi-Billion AUM Fee-Only RIA serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor to manage relationships sourced from a newly purchased CPA firm. Additional opportunity to inherit assets from retiring advisors who have sold their practice to the RIA. Clear track to equity partnership Highlights • The RIA is the Wealth Management Division of a Nationally Ranked...



