Leah Yosef International
RIA Executive Search | Delivering Premier Talent to RIA's, Single Family & Multi-Family Offices Nationwide
Succession Planning & Growth
Overview
Dynamic, and growing multi-billion AUM fiduciary RIA in Houston is seeking a Senior Wealth Advisor to help with ongoing succession planning for three advisors with significant books. Additionally, there is the opportunity to close high net worth and ultra high net worth business sourced through marketing and internal referral pipelines.
Highlights
Serve as primary advisor to high net worth and ultra high net worth families (10M+) providing comprehensive financial planning, asset allocation, estate and tax planning, risk management, and philanthropic advisory services
Work within wealth advisory team to grow client book, help with veteran advisor succession planning, and referral opportunities sourced from inbound marketing and internal business referrals.
Competitive base compensation level while building client book and revenue base to support compensation. Long‑run 7‑figure income potential for highly entrepreneurial advisors that can serve clients at a high level while also developing business from internal and external sources.
Requirements
10+ years’ experience in Wealth Management serving as the trusted advisor to high net worth clients
Track record of success sourcing and closing business from client referrals and internal channels
Seniority Level
Mid-Senior level
Employment Type
Full‑time
Job Function
Finance, Business Development, and Accounting/Auditing
Industries
Financial Services, Accounting, and Investment Management
Location:
Houston, TX
Salary:
$80,000 – $125,000
#J-18808-Ljbffr
Highlights
Serve as primary advisor to high net worth and ultra high net worth families (10M+) providing comprehensive financial planning, asset allocation, estate and tax planning, risk management, and philanthropic advisory services
Work within wealth advisory team to grow client book, help with veteran advisor succession planning, and referral opportunities sourced from inbound marketing and internal business referrals.
Competitive base compensation level while building client book and revenue base to support compensation. Long‑run 7‑figure income potential for highly entrepreneurial advisors that can serve clients at a high level while also developing business from internal and external sources.
Requirements
10+ years’ experience in Wealth Management serving as the trusted advisor to high net worth clients
Track record of success sourcing and closing business from client referrals and internal channels
Seniority Level
Mid-Senior level
Employment Type
Full‑time
Job Function
Finance, Business Development, and Accounting/Auditing
Industries
Financial Services, Accounting, and Investment Management
Location:
Houston, TX
Salary:
$80,000 – $125,000
#J-18808-Ljbffr