#2206

Senior Wealth Manager

Chicago, IL, United States

14B+ AUM Independent Wealth Management Firm

Overview

Dynamic, fast growing 14B+ Independent RIA is seeking a Senior Wealth Manager in Sarasota 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.

Highlights

  • The Firm has been growing consistently 30%+ 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: $150,000+ package, clear track to $400,000+

Requirements

  • CFP strongly preferred
  • 10+ 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.