Wealth Advisor

Wealth Advisor

2 Billion+ Wealth & Investment Management Firm
September 21, 2020
Manhattan, NY, United States


Wealth Advisor

2 Billion+ Wealth & Investment Management Firm

Manhattan, NY


Dynamic and growing 2B+ Independent Wealth and Investment Management Firm seeks a Wealth Advisor to close business sourced through an extensive internal referral network.



  • The Firm has been growing organically at a rate of 20% year over year since 2009 and has been approved to numerous referral platforms throughout the region
  • The Wealth Advisor will build relationships with Financial Consultants at Branches by positioning the Firm as the comprehensive planning and customized investment solution for appropriate clientele
  • Extensive array of turnkey marketing systems providing steady lead flow
  • Extensive operational and investment support from the home office
  • Six figure base compensation coupled with business development
    incentives in perpetuity with no cap on upside
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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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