Leah Yosef International

Associate Wealth Manager

Leah Yosef International  •  $100k/yr  •  Salt Lake City, UT (Remote)  •  3 months ago
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Job Description

13B+ AUM Independent Wealth Management Firm

Salt Lake City, Tucson, Albuquerque, Portland

Dynamic, fast growing 13B+ Independent RIA is seeking an Associate Wealth Manager to assist advisors with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.

Clear progression toward a Lead Advisor, supported by hands-on mentorship

Highlights

  • The Firm has been growing consistently 30%+ year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
  • Compensation parameters: $100,000+ compensation package
  • Opportunity to work fully remote. Ideally based out of Northern NJ, Boston, Philadelphia or DC/Virginia



Requirements


  • CFP and/or Current Series 65
  • 2+ years experience in the wealth management arena
Leah Yosef International

About Leah Yosef International

Private Wealth & Investment Management Executive Search

Our mission is to partner with client-centric fiduciaries to grow their businesses through an efficient on-boarding process which produces long-term retention of motivated and talented professionals.

Leah Yosef International, Inc. is a proud member of the Sanford Rose Associates® network of offices and is recognized as a Top 10 Retained Executive Search Firm in the US/Americas.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
Long Beach, New York
Year Founded
2017
Website
leahyosef.com
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