26 Jul Lead Wealth Advisor, Denver
Description
Lead Wealth Advisor, Denver
Fee-Only RIA
Inherit Clients from Retiring Advisor
Overview
Boutique Fee Only RIA seeks a Lead Advisor to inherit clients from a retiring partner. Manage relationships with existing high net worth clientele as well as source new prospective wealthy individuals and families from networking, centers of influence and referrals from existing clientele.
Highlights
- The Firm has been growing at a significant rate, doubling AUM every 2.5 years
- Opportunity to inherit existing clients and make an impact on the growth of the Firm
- Strong culture of collaboration and integrity
- Competitive base salary with profit and performance based bonuses
- Clear track toward equity ownership
Requirements
- Track record of independently sourcing new clientele
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