Leah Yosef International
Director Wealth Management
Leah Yosef International, Minneapolis, Minnesota, United States, 55400
2 days ago Be among the first 25 applicants
Fast growing and dynamic National Wealth Management Firm with 6B+ AUM seeks a Senior Wealth Advisor in the St. Paul region to transition the highest net worth relationships from the Founding Partner over 2-3 years.
Clear track to equity partnership.
Highlights
Join a growing 800M+ AUM ensemble practice.
Opportunity to transition relationships and serve as the lead advisor for ultra‑high net worth households in a collegial, family‑oriented office environment backed by the strength of a national platform.
Access to extensive planning capabilities inclusive of in‑house tax planning, compliance, and estate planning to provide best in‑class service.
The firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high‑quality ETFs as well as a full suite of alternatives.
Collaborative culture with employee‑owned leadership, ensuring strong advancement potential and equity opportunities.
Compensation: $175,000 - $250,000+ package area.
Requirements
10+ years wealth management experience, with 5+ years as a lead advisor managing HNW/UHNW relationships.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance, Business Development, and Strategy/Planning
Industries
Financial Services, Investment Management, and Banking
#J-18808-Ljbffr
Fast growing and dynamic National Wealth Management Firm with 6B+ AUM seeks a Senior Wealth Advisor in the St. Paul region to transition the highest net worth relationships from the Founding Partner over 2-3 years.
Clear track to equity partnership.
Highlights
Join a growing 800M+ AUM ensemble practice.
Opportunity to transition relationships and serve as the lead advisor for ultra‑high net worth households in a collegial, family‑oriented office environment backed by the strength of a national platform.
Access to extensive planning capabilities inclusive of in‑house tax planning, compliance, and estate planning to provide best in‑class service.
The firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high‑quality ETFs as well as a full suite of alternatives.
Collaborative culture with employee‑owned leadership, ensuring strong advancement potential and equity opportunities.
Compensation: $175,000 - $250,000+ package area.
Requirements
10+ years wealth management experience, with 5+ years as a lead advisor managing HNW/UHNW relationships.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance, Business Development, and Strategy/Planning
Industries
Financial Services, Investment Management, and Banking
#J-18808-Ljbffr