#1198

Wealth Manager

Wealth Manager, CFP

Boutique Independent RIA

Fully Remote

Overview

Boutique, Independent RIA in the Pacific Northwest seeks a Wealth Manager to collaborate with the founding partners in providing comprehensive wealth and investment management services to high-net-worth clientele. Fully remote.

The Firm offers comprehensive financial planning services inclusive of investment management, retirement planning, estate and tax planning in a culture of service and growth.

Highlights

  • Serve as a Wealth Manager for a select group of high-net-worth individuals and families in an ensemble practice
  • Mentor and train aspiring associates
  •  Strong growth trajectory including the recent acquisition of a local a tax practice, with 20%+ year over year growth
  • Excellent opportunity for career development and advancement toward Team Lead
  • Ability to make an impact on the direction and growth of a boutique, independent RIA with a hands-on collaborative culture
  • Competitive compensation package including significant base salary, bonuses and excellent benefits

Requirements

  •  CFP & experience as a Wealth Manager
  • Located in the MST or PST time zones

 

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.