Leah Yosef International is hiring: Client Services Associate (Billings) in Bill

Independent RIA

Billings, Montana

Overview

Fast growing and dynamic National Wealth Management Firm with 6B+ AUM seeks an Associate Wealth Advisor in Billings, Montana to support the Senior Wealth Advisor as the Founding partner transitions towards retirement over the next 12 months.

Clear track to equity partnership

Highlights

• Opportunity to transition relationships and serve as the lead advisor for high net worth households in a collegial, family-oriented office environment backed by the strength of a national platform

• Serve as a relationship-focused associate advisor, caring for existing clients, engaging in community events, and supporting growth

• 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

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