10 May Wealth Manager
Boutique, Independent RIA
East Bay Area, California
Boutique Independent RIA seeks a Wealth Manager to play a key role in the continued growth and success of the firm with a focus on goals-based planning, comprehensive wealth management and high touch client service.
- Collaborate with the Managing Partners to organize and systemize the through providing wealth and investment management support across the client base of an ensemble practice
- Opportunity to be mentored in all areas of wealth management including Impact Investing/ESG
- Collaborative culture offering excellent work/life balance
- Not a commission sales role. No portable book of business required.
- Competitive compensation package including significant base salary, and bonuses, 401k match, profit sharing, full health insurance and opportunity to participate in equity ownership
- 7+ years’ overall experience with 2+ years tax, wealth or investment management experience with high-net-worth clientele providing comprehensive wealth management services
Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation