#1037

Senior Wealth Advisor

Los Angeles, CA, United States

Inherit 40M+ AUM

1B+ AUM RIA

Overview

Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to inherit a book of business (40M+ AUM) as a part of overall succession planning for the Firm.

Highlights

  • Inherit high net worth client relationships from the founding partner in a collegial, entrepreneurial, and dynamic RIA
    • 40M+ AUM, 50 Households, at a 45% payout
  • Provide comprehensive wealth management advice inclusive of all aspects of financial planning, asset allocation, and complex estate and tax planning
  • Close leads sourced through Firm generated marketing and as well as personal centers of influence for an above market 55% (W2) payout in perpetuity
  • The Firm is quickly approaching 2B AUM with an Endowment Style investment model servicing high net worth and ultra high net worth clientele
  • Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • Appropriate draw in the 150-250k range, 55% payout, W2, Excellent benefits

 

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.