Senior Wealth Advisor

Senior Wealth Advisor

Multi-Billion Dollar Multi-Family Office
Published
June 4, 2020
Location
Menlo Park, CA, United States

Description

Senior Wealth Advisor

Menlo Park, CA

Multi-Billion Dollar Multi-Family Office

 

Overview

Multi-Billion Dollar Boutique Independent Wealth Management Firm seeks a Senior Wealth Advisor to provide comprehensive investment and wealth advisory services to high net worth and ultra high net worth clientele (average client ~$20M).

Highlights

  • 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.
  • Significant offering of alternative investments inclusive of private equity, real estate, hedge funds and other non-marketable investment opportunities.
  • Extensive technical training and mentorship provided in a collegial, growth- oriented culture.
  • Competitive compensation package including a significant base salary, performance and profit based bonuses, generous business development incentives.
  • Clear path to equity/partnership.

Requirements

  • 10+ years wealth/investment management experience
  • Top Tier Undergrad or Graduate Schooling, MBA preferred
  • Advanced designation such as CFP, CPA or CFA
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?
/