#1197

Senior Wealth Advisor

United States

3B+ Independent Wealth Advisory Platform

Overview

Dynamic, fast-growing 3B+ Wealth Advisory Platform is seeking Wealth Advisors to join the firm’s platform and continue to grow their practices independent advisors.

Client-first and Advisor first culture with a platform in high growth mode.

Growth

  • The Firm has competitive marketing capabilities that drive significant high end client leads to their advisors
  • Extensive financial resources to help advisors continue to grow their business including operations, marketing, technology, compliance, investment management, insurance, coaching, financial planning

Compensation

  • 79%- 90% payouts
  • Ability to monetize your business alongside theirs at potential 18x EBIDTA


 

 

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.