#2059

Private Wealth Executive

United States

Client Acquisition

100B+ AUM

Remote

Extensive internal leads; no external sourcing required

Overview

  • Dynamic 100B+ AUM Independent Wealth Management Firm seeks a Private Wealth Executive to focus on client acquisition to provide planning and investment solutions towards achieving their life goals
  • The Firm has been growing organically at a rate of 20% year over year for the last decade
  • Collegial culture with extensive operational, investment, financial planning and relationship management support


Highlights

  • Significant base compensation with long term payouts in perpetuity
  • Clear and well-trodden track to $1,000,000+ income
  • No portable book of business necessary
  • Opportunity to work 100% remote


Requirements

  • 5+ years of sales achievements within the high-net-worth wealth management arena

 

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.