#1533

Senior Wealth Advisor

Los Angeles, CA, United States

Private Wealth Advisor

20M+ Level Clientele

Los Angeles, CA

Overview

Well established Ultra High Net Worth Private Client Division seeks a Senior Wealth Advisor to build and grow a client base from external networking, and extensive internal referral channels in Los Angeles.

World renowned investment platform of Fortune 500 Company 35B+ Privately Owned RIA; Average client 20M investable assets

The Firm offers comprehensive financial, estate, tax and retirement planning for ultra high net worth individuals, foundations and endowments including many celebrities, entrepreneurs, and tech professionals.

Highlights

  • Multi Billion Dollar AUM teams seeking next generation succession planning
  • Substantial internal flow of leads for new client acquisition
  • Access to a full suite of marketing, investment, administrative, compliance, and planning expertise (tax, wealth, estate, philanthropic)
  • Extremely low advisor attrition in a collegial and collaborative culture
  • Compensation package amongst the best in the industry inclusive of:
    • $400,000-$800,000+ first year compensation range
    • Unlimited travel and entertainment budget
    • Industry leading benefits and retirement program

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.