#2209

Senior Wealth Advisor, CFP

Portland, OR, United States

National RIA

Portland, Oregan

Overview

National independent RIA seeks a Senior Wealth Advisor to join its Portland, Oregan office. The advisor will lead relationships with high net worth clients and deliver personalized, planning-based advice.

Highlights

  • Serve as the Lead Wealth Advisor to high net worth families, executives, entrepreneurs, and business owners.
  • Deliver comprehensive, planning-based advice across financial planning, investment management, tax planning, estate planning, retirement, cash flow, and other complex wealth needs.
  • Work within a dedicated wealth team model with access to investment, tax, estate planning, and other specialized resources.
  • Multiple avenues to build and develop a meaningful long-term client base including custodial referral channels, and other firm-generated opportunities, while remaining focused on advising and deepening client relationships
  • $175,000+ first year cash compensation with a track towards meaningful revenue shares and equity participation


Requirements

  • CFP and 5+ years of wealth management experience as a Wealth Manager

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.