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Candidate ID#13437

Lead Financial Advisor

Preferred Location:

North-East

Open to Relocation:

Yes

We are currently representing a Lead Advisor, CFP at a 1B+ fee only RIA. Details below:

Lead Advisor on $100M+ AUM (not portable)
Routinely tapped by senior management for key prospect recruitment, strategic initiatives, speaking engagements, and prospect networking
Seeking a path to partnership

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13437

connect@leahyosef.com

4 Penny Court
East Brunswick NJ 08816

Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide.

With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.

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13437

Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.

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