2B+ AUM Region
Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+ annual growth opportunities from custodial referral channels.
Highlights
?Serve as the Lead Wealth Advisor to a select group of high net worth and 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
?$250,000k+ compensation package including above market revenue based payouts and clear track to partnership
Requirements
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.
