Is this your resume? Call Ric Edelman.

Find out what the adviser behind one the largest independent wealth firms is seeking out of a manager

Aug 28, 2014 @ 11:02 am

By Trevor Hunnicutt

Despite having dozens of advisers spread across the country, the personality of one man looms large over the $11.6 billion independent advisory firm Edelman Financial Services. But Ric Edelman is looking for a right-hand manager. In a recent interview, the firm's namesake said he's looking for a president and chief operating officer to drive the firm's growth.

The firm is looking to add up to 50 advisers in 2015, up from an expected 30 this year, Mr. Edelman said.

But RIA executives need not apply. “Our problem is our industry is fairly close-knit,” Mr. Edelman said. “The executives tend to bounce from one to another and, as a result, the ideas tend to be trite. Many firms are doing the same thing in the same ways as all of the other firms. My firm has been built on the foundation that we do things very differently than everybody else."

We at InvestmentNews asked Mr. Edelman what the perfect resume would look like for the job. Inspired by his ideas, we created a mock-up of an online résumé, along with Mr. Edelman's explanations of who would make a perfect manager.

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