#1581

Wealth Manager

Bellevue, WA, United States

Multi-Billion AUM RIA

Overview

Dynamic, fast growing Multi-Billion AUM RIA is seeking a Wealth Manager to assist in managing high net worth and ultra high net worth clientele.

Not a sales role. No portable book of business required

Clear and proven streamlined track towards Senior Wealth Manager

Highlights

  • Assist the team in advising clients with regard to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management
  • The Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning, and relationship management support
  • The firm has a track record of developing and retaining top talent; excellent opportunities for advancement
  • Pay Range 90-110 base plus bonus, excellent benefits

Requirements

  • 3+ years of private wealth experience
  • CFP or CFA preferred

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.