#1769

Lead Wealth Advisor

Houston, TX, United States

Succession Planning

Overview

Boutique Investment & Wealth Management RIA with $3B+ AUM seeks an experienced Senior Wealth Advisor to inherit and continue to grow a high-net-worth and ultra high net worth client base.

Highlights

  • Serve as the succession plan for a founding partner with 1B+ AUM spread across 40 households. 
  • No portable book of business required. Not a commissioned sales role.

    The Firm offers access to an exceptional investment platform, integrated planning capabilities, and a flexible hybrid work culture.

  • Extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF’s as well as a strong suite of alternatives.

  • Base salary $150,000+, in addition to profit, performance and business development based bonuses.

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.