Senior Wealth Manager jobs in United States
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Leah Yosef International · 1 week ago

Senior Wealth Manager

positionGreater Houston
timeFull-time
remoteHybrid
senioritySenior Level

Leah Yosef International is a boutique investment and wealth management RIA seeking an experienced Senior Wealth Advisor to inherit and grow a high-net-worth client base. The role involves serving as the succession plan for a founding partner and managing a substantial amount of assets under management.

Asset ManagementEmploymentRecruitingStaffing Agency

Responsibilities

Serve as the succession plan for a founding partner with 1B+ AUM spread across 40 households

Qualification

Senior Wealth AdvisorInvestment offerings experienceIndividual securitiesFixed income positionsHigh-quality ETFsAlternativesClient base growthFlexible work adaptability

Required

Experience as a Senior Wealth Advisor
Ability to inherit and grow a high-net-worth and ultra high net worth client base
No portable book of business required
Experience with investment offerings including individual securities, fixed income positions, high-quality ETFs, and alternatives
Ability to work in a flexible hybrid work culture

Company

Leah Yosef International

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Leah Yosef International specializes in executive search for RIA and investment management services.
dateFounded in 2017
location
Long Beach, New York, USA
people-size2-10 employees
web-link
https://leahyosef.com

Funding

Current Stage
Early Stage

Leadership Team

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Jordana Feinberg
Chief Operating Officer
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Company data provided by crunchbase