Leah Yosef International

Senior Wealth Advisor

Leah Yosef International  •  $200k/yr  •  Denver, CO (Onsite)  •  5 months ago
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Job Description

Denver Region

Leading National RIA


Leading National RIA seeks Senior Wealth Manager in Denver to lead the continued buildout of the 1.5B AUM region through sourcing and closing leads at 10+ custodial referral offices in the greater Denver region.


The Opportunity

  • Exponential growth opportunities within the WAS and SAN networks
  • Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
  • Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
  • $200,000k+ compensation package including a above market payouts and clear track to partnership
  • Above market payouts in perpetuity based on book revenue
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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