Independent RIA
Dynamic and fast growing $400M+ AUMIndependent RIA seeks a seasoned Advisor to inherit relationships and to continue develop his/her own book of business in a collaborative ensemble practice. Fee-based fiduciary culture withsignificant Firm generated lead flow
Highlights
Strong expertise in advising newly independent women, and entrepreneurs looking towards liquidity events
Extensive marketing budget that drives a continuous stream of warm leads and prospects for advisors
Provide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management
In house tax prep and advice capabilities
Clear track towards equity ownership
Member of the Broker Protocol
Requirements
Track record of business development from an external network
CFP, CDFA, CEP or CEPA
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.
