#1667

Associate Wealth Advisor

Seattle, WA, United States

Leading National RIA

Overview

Top Tier National Registered Investment Advisor seeks an Associate Wealth Advisor to collaborate with Senior Wealth Advisors in providing comprehensive wealth and investment management services to ultra high net worth clientele.

Not a commissioned sales role. No portable book required.

Highlights

  • Serve as the support advisor and financial planner for the UHNW client base, with a clear track to advance to a Senior Wealth Advisor.
  •  Develop customized financial strategies based on sophisticated analyses
  • Strong client facing component – cultivate relationships and serve as the secondary advisor in meetings
  • Excellent opportunity for career development, mentorship and training
  • The Firm has consistent, year over year AUM growth of over 30%
  • Collegial culture, extensive operational, investment, financial planning and relationship management support
  • Hybrid schedule
  • Competitive compensation package including significant base salary, bonuses and excellent benefits: $75-95k base plus a 15% target bonus

Requirements

  • 2+ years wealth management experience

 


 

About Leah Yosef International: 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.