#1579

Senior Wealth Manager

Seattle, WA, United States

Senior Wealth Manager

7B+ AUM Independent Wealth Management Firm

Overview

Dynamic, fast growing 7B+ Independent RIA is seeking a Senior Wealth Manager to 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.

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

 Highlights

  • The Firm has been growing consistently year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
  • Build upon the Firm’s extensive success using well proven firm provided referrals to source and manage relationships with high net worth clientele
  • Compensation parameters: 120-150 base and above market revenue share, clear track to 400k+ package over time

Above market payouts in perpetuity based on book revenue.

Requirements

  • CFP is strongly preferred
  • 5+ years experience leading relationships with high net worth clientele

 

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.