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Candidate ID#65580

Associate Wealth Advisor

Preferred Location:

West

Open to Relocation:

Yes

An Associate Advisor at a Registered Investment Advisory firm is seeking a growth-oriented firm to take his career to the next level. Below please find several high-level details:

Been with his current firm for 7+ years
CFP, CPA
Driven professional promoted three times since graduating cum laude
Associate Advisor with extensive experience in Morningstar, Tamarac, Salesforce, Moneyguide Pro, and Bloomberg Tax
150k compensation range, looking to find his forever home with a firm committed to the professional growth and development of its employees

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65580

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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.

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