Director Wealth Management jobs in United States
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Leah Yosef International · 5 days ago

Director Wealth Management

positionLA Metro Area
timeFull-time
remoteOnsite
seniorityDirector/Executive
money$600K/yr - $800K/yr

Leah Yosef International is a well-established privately owned RIA seeking a Senior Wealth Advisor to manage a substantial flow of ultra-high net worth clients. The role involves closing business sourced from a robust external channel and providing comprehensive financial, estate, tax, and retirement planning services.

Asset ManagementEmploymentRecruitingStaffing Agency

Responsibilities

Close business sourced from a robust external channel that consistently refers 50+ ultra high net worth client leads annually (10m+ level investable assets)
Provide comprehensive financial, estate, tax and retirement planning for ultra-high net worth individuals, foundations and endowments
Utilize access to a full suite of marketing, investment, administrative, compliance, and planning expertise (tax, wealth, estate, philanthropic)
Contribute to a collegial and collaborative culture with extremely low advisor attrition

Qualification

10M+ Level Clientele experienceSenior Wealth Advisor experienceFinancial planning expertiseEstate planning expertiseTax planning expertiseRetirement planning expertiseUltra high net worth clientsClose businessWork with diverse clienteleThrive in collaborative culture

Required

10M+ Level Clientele experience
Experience as a Senior Wealth Advisor
Ability to close business sourced from external channels
Experience with ultra high net worth client leads (10m+ level investable assets)
Experience in financial, estate, tax and retirement planning for ultra-high net worth individuals, foundations, and endowments
Ability to work with a diverse clientele including celebrities, entrepreneurs, and tech professionals
Access to marketing, investment, administrative, compliance, and planning expertise
Ability to thrive in a collegial and collaborative culture
Strong compensation expectations and willingness to meet performance targets

Benefits

Unlimited travel and entertainment budget
Industry leading benefits and retirement program

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