Leah Yosef International · 5 days ago
Senior Wealth Manager
United States
Full-time
Remote
Senior Level
$200K/yr - $200K/yrLeah Yosef International is a leading National RIA seeking a Senior Wealth Manager to lead the growth of their 1.5B AUM region. The role involves advising ultra high net worth clients on comprehensive wealth management, including financial planning and investment management.
Asset ManagementEmploymentRecruitingStaffing Agency
Responsibilities
Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
Qualification
Required
Experience as a Senior Wealth Manager or similar role
Proven track record in sourcing and closing leads from custodial referral networks
Ability to serve as the Lead Wealth Advisor to ultra high net worth clientele
Expertise in comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management
Willingness to work in the Midwest Region (Birmingham, MI, Ann Arbor, MI, Indianapolis, IN, Cleveland, OH, Columbus, OH, Cincinnati, OH)
Ability to achieve exponential growth opportunities within the WAS and SAN networks
Strong communication and interpersonal skills
Company
Leah Yosef International
Leah Yosef International specializes in executive search for RIA and investment management services.
Founded in 2017
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jordana Feinberg
Chief Operating Officer
Company data provided by crunchbase