#1232

Senior Wealth Advisor

United States

Succession Planning for Retiring Advisor

Overview

3B+ AUM Registered Investment Advisor serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor to inherit clients as part of succession planning for a retiring advisor. Additionally, there is a strong flow of leads from internal CPA’s and newly purchased CPA’s firms.

Clear track to equity partnership

 Highlights

  • The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
  • Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.

Collaborative, collegial culture, fully remote opportunity

Requirements

  • Strong planning capabilities, CFP preferred
  • Track record of successful business development


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.