Senior Wealth Advisor

Senior Wealth Advisor

Senior Wealth Advisor
4B+ UHNW Multi-Family Office
Published
July 28, 2022
Location
Columbus, OH

Description

Overview

4B+ UHNW Multi-Family Office seeks a Senior Wealth Advisor to help serve an existing book of ultra high net worth clientele and lead the continued buildout of the firm.

Immediate equity grant opportunity

Not a commissioned sales role. No portable book of business required.

Highlights

  • Serve as Client Advisor to local Ultra High Net Worth clientele
  • Lead the buildout of the Firm’s local office through a team-based and collaborative approach to business development and client service
  • The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra high net worth clientele with a robust investment platform; strong culture of collaboration and integrity.
  • Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and a clear path to equity/partnership

Requirements

  • Track record of relationship management and business development with $5M+ level clientele
Apply
Drop files here browse files ...

Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation



Are you sure you want to delete this file?
/