What are the responsibilities and job description for the Private Wealth Manager position at Leah Yosef International?
Wealth Advisor, Alaska
Inherit 100M AUM
Overview
Highly profitable and hyper-efficient Fee-Based Wealth Advisory Firm in Anchorage, Alaska seeks a Wealth Advisor to inherit high net worth client relationships from the founding partner (~100m AUM).
Not a sales role, no portable book of business required
- Advise high net worth clientele with regards to comprehensive financial planning including cash flow analysis, tax and estate planning, insurance, retirement planning and investments
- Excellent opportunity for advancement as the Firm has consistent annual organic growth rates of 15-20%
- Extensive opportunity to be mentored in all aspects of asset allocation, estate, tax and financial planning, retirement planning, and cash flow analysis
- Ability to make an impact on the lives of qualified, sophisticated clientele who are part of an established book
- Competitive compensation package including significant base salary, discretionary bonuses, and business development incentives and excellent benefits
Requirements
- 3-15 years of experience as a lead advisor
- CFP preferred
