#1877

Market Leader

Walnut Creek, CA, United States

Market Leader, 2B+ AUM Region

Succession Planning

Berkely & Walnut Creek

Overview

Top Tier National Registered Investment Advisor seeks a Market Leader in the Berkely/Walnut Creek region to manage and mentor the local teams of Wealth Advisors while leading the continued buildout of the region through organic growth.

Highlights

  • Manage, lead and coach a team of ~10 Wealth Advisors in a 2B+ AUM region, while serving as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele
  • Collaborate with advisors to lead the buildout of the region, running point on leads sourced through custodial referral channels, centers of influence, digital leads, GEO and SEO
  • Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and clear path to equity
  • $275,000+ first year compensation package

Requirements

  • Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture

 

 

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.