#1878

Senior Wealth Advisor

Denver, CO, United States

Denver Region

Leading National RIA

Overview

Leading National RIA seeks Senior Wealth Manager in Denver to lead the continued buildout of the 1.5B AUM region through sourcing and closing leads at 10+ custodial referral offices in the greater Denver region.


The Opportunity

  • Exponential growth opportunities within the WAS and SAN networks
  • Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
  • Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
  • $200,000k+ compensation package including a above market payouts and clear track to partnership
  • Above market payouts in perpetuity based on book revenue

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.