Leah Yosef International · 4 days ago
Senior Wealth Manager
DFW Metroplex
Full-time
Onsite
Senior Level
$150K/yr - $400K/yr
5+ years expLeah Yosef International is a dynamic, fast-growing independent wealth management firm managing over $12 billion in assets. They are seeking a Senior Wealth Manager to source business from custodial referral channels and provide comprehensive wealth management advice to high net worth clients.
Asset ManagementEmploymentRecruitingStaffing Agency
Responsibilities
Source business from custodial referral channels
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
Build upon the Firm’s extensive success using well proven firm provided referrals to source and manage relationships with high net worth clientele
Qualification
Required
5+ years experience leading relationships with high net worth clientele
Preferred
CFP is strongly preferred
Company
Leah Yosef International
Leah Yosef International specializes in executive search for RIA and investment management services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jordana Feinberg
Chief Operating Officer
Company data provided by crunchbase