08 Jul Wealth Advisor/Team Lead
Independent Wealth Management Firm in the Greater Detroit Area seeks a Wealth Advisor/Team Lead to provide comprehensive wealth management services to ~400M AUM (~200 clients). Inherit relationship management and team leadership responsibilities from the founding partner as he transitions to more business development related activities.
Not a commissioned sales role, no portable book of business required
Advise clients with regards to estate and tax planning, financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction, and charitable giving with a focus on high touch relationship management and retention strategies.
- Collaborative and forward-thinking culture, embracing cutting edge technologies and industry best practices
- Competitive base salary, profit and performance-based bonuses
- Opportunity to be based out of Chicago or the Gulf Coast of Florida
- 10+ years client leadership experience within wealth management with the ability to deepen relationships and uncover planning opportunities.
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