#1365

Wealth Advisor

Dallas, TX

Wealth Manager

Fee-Only RIA

Fast-growing and dynamic Fee-Only RIA with ~1B in AUM seeks a Wealth Manager to advise an existing book of high net worth clientele (100m+ AUM) with regards to all aspects of comprehensive wealth management.

Not a business development role; No portable book required

Highlights

  • The Firm provides holistic wealth management services with several niche markets including professional athletes, women in wealth, healthcare professionals, and corporate executives.
  • Excellent opportunity for advancement as the firm has a track record of retaining and growing top talent.
  • Competitive base salary with significant bonus potential based upon the achievement of well-defined and attainable goals.

Requirements

  • CFP preferred
  • RIA experience a plus

 

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.