Associate Wealth Advisor

Associate Wealth Advisor

Associate Wealth Advisor
Multi-Billion-Dollar Multi-Family Office
Published
May 22, 2022
Location
Menlo Park, CA

Description

Multi-Billion-Dollar Boutique Independent Wealth Management Firm seeks an Associate Wealth Advisor to support Senior Wealth Advisors in providing comprehensive investment and wealth advisory services to high net worth and ultra high net worth clientele (average client ~$20M).

The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra high net worth clientele with a robust investment platform.

  • Significant offering of alternative investments inclusive of private equity, real estate, hedge funds, and other non-marketable investment opportunities.
  • Extensive technical training and mentorship provided in a collegial, growth-oriented culture.
  • Competitive compensation package including a significant base salary, performance and profit based bonuses, generous business development incentives.
  • Clear path to equity/partnership.
Apply
Drop files here browse files ...

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



Are you sure you want to delete this file?
/