#1893

Midwest Senior Wealth Advisor

Columbus, OH, United States

Senior Wealth Advisor

(Birmingham, MI, Ann Arbor, MI, Indianapolis, IN

Cleveland, OH, Columbus, OH)

1.5B AUM Midwest Region

 

Overview

Leading National RIA seeks Senior Wealth Manager in (Birmingham, MI, Ann Arbor, MI, Indianapolis, IN, Cleveland, OH, Columbus, OH, Cincinnati, OH) to lead the continued buildout of the 1.5B AUM region through sourcing and closing leads sourced from custodial referral networks.

Highlights

? Exponential 100m+ annual growth opportunities within the WAS and SAN networks

? Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele

? Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management

? $200,000k+ compensation package including above market revenue based payouts and clear track to partnership

 

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.