20 Oct Lead Wealth Advisor
Lead Wealth Advisor
500m+ AUM Fee-Based Wealth Management Firm
Dynamic and fast growing 500m AUM Fee-Based Wealth Advisory Firm in Richmond, VA seeks a Lead Wealth Advisor to continue to develop his/her own book of business in a collaborative, fee-based fiduciary culture serving high net worth clientele.
The Firm provides comprehensive wealth management services inclusive of cash flow analysis, retirement planning, asset allocation, portfolio construction, estate and wealth transfer planning, tax planning, and executive compensation plans.
- Receive support in closing new business directly from Managing Partners
- Potential for a path to equity partnership
- Advise high net worth clientele (500k – 25 million of investable assets) through the lens of holistic life planning to incorporate the full spectrum of purpose and goals
- Extensive opportunity to be mentored in all aspects of asset allocation, estate, financial planning, retirement planning, and cash flow analysis
- Ability to make an impact on the direction and growth of a boutique, independent RIA
- The Firm has implemented state of the art technology systems including cutting edge financial planning software with integrated CRM
- Strong culture of teamwork, work life balance and personal and
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