#926

Senior Wealth Manager

Dallas, TX

5B+ Independent Wealth Management Firm

Overview

Dynamic, fast growing 5B+ Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from the custodial referral channel leads.

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

Highlights

  • 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.

  • 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.

No cap on upside. Long term payouts in perpetuity based on book revenue.

Requirements

  • 7+ years of experience advising high net worth clientele on all aspects of wealth and investment management. 

  • Success sourcing and closing business within a custodial referral channel preferred (SAN, WAS, etc.).

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.