Leah Yosef International

Private Wealth Advisor

Leah Yosef International 亚特兰地区
Leah Yosef International

Private Wealth Advisor

Leah Yosef International 亚特兰地区
1 周前
成为前 25 位申请者

查看Leah Yosef International为该职位招聘的员工

Overview

Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.


No cap on upside. Long term payouts in perpetuity.


Highlights

  • Top 25 firm in the WAS custodial referral program channel
  • Opportunity for overrides while assisting Financial Advisors nationwide to close business.
  • Above market payout in perpetuity on all AUM
  • Strong access to alternatives platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • The Firm has been growing consistently year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.


Requirements

  • 7+ years of experience advising high-net-worth clientele on all aspects of wealth and investment management.
  • Success sourcing and closing business within a custodial referral channel preferred (SAN or WAS).

  • 职位级别

    中高级

  • 职位性质

    全职

  • 职能类别

    金融、业务开发和策划/规划

  • 所属行业

    金融服务、投资管理和银行业

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