Wealth Advisor

Wealth Advisor

$9 Billion+ Independent Wealth Management Firm
July 11, 2021
San Francisco, CA


Dynamic 9B+ Independent Wealth and Investment Management Firm seeks a Wealth Advisor to manage relationships that have been sourced through a premier custodial referral network.

#1 Ranked Nationwide, having sourced close to 1B AUM in 2020 from the network

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

  • The Firm has been growing organically at a rate of 25% year over year since 2009.
  • 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.
  • Ability to offer a sophisticated investment portfolio inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach
  • Collegial culture with extensive operational, investment, financial planning and relationship management support
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Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation

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