Leah Yosef International

Private Wealth Executive

Leah Yosef International  •  United States (Remote)  •  15 days ago
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Job Description

Client Acquisition

100B+ AUM

Remote

Extensive internal leads; no external sourcing required

  • Dynamic 100B+ AUM Independent Wealth Management Firm seeks a Private Wealth Executive to focus on client acquisition to provide planning and investment solutions towards achieving their life goals
  • The Firm has been growing organically at a rate of 20% year over year for the last decade
  • Collegial culture with extensive operational, investment, financial planning and relationship management support


Highlights

  • Significant base compensation with long term payouts in perpetuity
  • Clear and well-trodden track to $1,000,000+ income
  • No portable book of business necessary
  • Opportunity to work 100% remote


Requirements

  • 5+ years of sales achievements within the high-net-worth 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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