Leah Yosef International
Senior Vice President of Wealth Management
Leah Yosef International, Houston, Texas, United States, 77246
Senior Vice President of Wealth Management
Dynamic, Growing, Multi‑Billion AUM fiduciary RIA in Houston seeks a Senior Wealth Advisor to support ongoing succession planning for three advisors with substantial client books and to close high‑net‑worth & ultra‑high‑net‑worth business sourced through marketing and internal referral pipelines.
Highlights
Serve as primary advisor to families with $10M+ assets, providing comprehensive financial planning, asset allocation, estate & tax planning, risk management, and philanthropic advisory services.
Work within the wealth advisory team to grow client book, assist veteran advisor succession planning, and pursue referral opportunities sourced from inbound marketing and internal business referrals.
Competitive base compensation with opportunity for long‑run 7‑figure income potential for entrepreneurial advisors who serve clients at a high level and develop business from internal and external sources.
Requirements
10+ years’ experience in Wealth Management as a trusted advisor to high‑net‑worth clients.
Track record of sourcing and closing business from client referrals & internal channels.
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance, Business Development, Accounting & Auditing
Industries: Financial Services, Accounting, Investment Management
#J-18808-Ljbffr
Highlights
Serve as primary advisor to families with $10M+ assets, providing comprehensive financial planning, asset allocation, estate & tax planning, risk management, and philanthropic advisory services.
Work within the wealth advisory team to grow client book, assist veteran advisor succession planning, and pursue referral opportunities sourced from inbound marketing and internal business referrals.
Competitive base compensation with opportunity for long‑run 7‑figure income potential for entrepreneurial advisors who serve clients at a high level and develop business from internal and external sources.
Requirements
10+ years’ experience in Wealth Management as a trusted advisor to high‑net‑worth clients.
Track record of sourcing and closing business from client referrals & internal channels.
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance, Business Development, Accounting & Auditing
Industries: Financial Services, Accounting, Investment Management
#J-18808-Ljbffr