Leah Yosef International
5 days ago Be among the first 25 applicants
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 ETF’s as well as a full suite of alternatives
Collaborative culture with employee-owned leadership, ensuring strong advancement potential and equity opportunities
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Finance, Accounting/Auditing, and Business Development
Industries Financial Services, Investment Advice, and Investment Management
Billings, MT $40,000.00-$60,000.00
#J-18808-Ljbffr
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 ETF’s as well as a full suite of alternatives
Collaborative culture with employee-owned leadership, ensuring strong advancement potential and equity opportunities
Seniority Level Mid-Senior level
Employment Type Full-time
Job Function Finance, Accounting/Auditing, and Business Development
Industries Financial Services, Investment Advice, and Investment Management
Billings, MT $40,000.00-$60,000.00
#J-18808-Ljbffr