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3Sixty Legacy Financial Group Logo
3Sixty Legacy Financial Group

Cincinnati, Ohio

Family Office Accountant Logo
Family Office Accountant

Glenview, Illinois

Canella Financial Group Logo
Canella Financial Group

Pittsburgh, Pennsylvania

Leatherman Tool Group Inc. Logo
Leatherman Tool Group Inc.

Portland, Oregon

Mountain America Credit Union Logo
Mountain America Credit Union

Sandy, Utah

Bessemer Trust

Seattle, Washington

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Government Employee Benefit Association

Hanover, Maryland

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SDC CPAs, LLC

Aurora, Illinois

Stepp & Rothwell, Inc. Logo
Stepp & Rothwell, Inc.

Overland Park, Kansas

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Financial Advisor
Financial Advisor - Remote Position Tennison Group is working with a wonderful, entrepreneurial-spirited wealth management firm in Southern California. We are looking for an experienced Advisor with a portable book of business of at least $50 million in AUM, who is interested in continuing to grow their book. This person can live anywhere in California and work remotely. The company will provide this Advisor with office space and back-office support. The Advisor's book (including new AUM gained) will continue to be 100% portable in the future. Great compensation package with equity potential. Interested candidates may contact John DellaSalle at jdellasalle@tennisongrp.com Key Responsibilities for Financial Advisor Position:


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