#1028

Senior Wealth Manager

Washington, DC

Independent RIA 

Overview  

Dynamic and fast growing $400M+ AUM Independent RIA seeks a seasoned Advisor to inherit relationships and to continue develop his/her own book of business in a collaborative ensemble practice. Fee-based fiduciary culture with significant Firm generated lead flow. 

Highlights 

  • Strong expertise in advising newly independent women, and entrepreneurs looking towards liquidity events 

  • Extensive marketing budget that drives a continuous stream of warm leads and prospects for advisors 

  • Provide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management 

  • In house tax prep and advice capabilities  

  • Clear track towards equity ownership 

  • Member of the Broker Protocol 

Requirements 

  • Track record of business development from an external network 

  • CFP, CDFA, CEP or CEPA 

 

 

 

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.