Leah Yosef International
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Boutique Investment & Wealth Management RIA with $3B+ AUM seeks an experienced Senior Wealth Advisor to inherit and continue to grow a high-net-worth and ultra high net worth client base.
Highlights
Serve as the succession plan for a founding partner with 1B+ AUM spread across 40 households.
No portable book of business required. Not a commissioned sales role.
The Firm offers access to an exceptional investment platform, integrated planning capabilities, and a flexible hybrid work culture.
Extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF’s as well as a strong suite of alternatives.
Base salary $150,000+, in addition to profit, performance and business development based bonuses.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance, Consulting, and Business Development
Industries: Investment Management, Financial Services, and Banking
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Boutique Investment & Wealth Management RIA with $3B+ AUM seeks an experienced Senior Wealth Advisor to inherit and continue to grow a high-net-worth and ultra high net worth client base.
Highlights
Serve as the succession plan for a founding partner with 1B+ AUM spread across 40 households.
No portable book of business required. Not a commissioned sales role.
The Firm offers access to an exceptional investment platform, integrated planning capabilities, and a flexible hybrid work culture.
Extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF’s as well as a strong suite of alternatives.
Base salary $150,000+, in addition to profit, performance and business development based bonuses.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance, Consulting, and Business Development
Industries: Investment Management, Financial Services, and Banking
Referrals increase your chances of interviewing at Leah Yosef International by 2x
Get notified about new Wealth Manager jobs in Greater Houston.
#J-18808-Ljbffr