What are the responsibilities and job description for the Senior Wealth Manager position at Leah Yosef International?
20M Level Clientele
Overview
Well established Ultra High Net Worth Private Client Division seeks a Senior Wealth Advisor to build and grow a client base from external networking, extensive internal referral channels and inherited assets from retiring advisors in San Francisco.
World renowned investment platform of Fortune 500 Company
35B Privately Owned RIA; Average client 20M investable assets
The Firm offers comprehensive financial, estate, tax and retirement planning for ultra high net worth individuals, foundations and endowments including many celebrities, entrepreneurs, and tech professionals.
Highlights
- Multi Billion Dollar AUM teams seeking next generation succession planning; significant near-term opportunity for inherited assets
- Substantial internal flow of leads for new client acquisition
- Access to a full suite of marketing, investment, administrative, compliance, and planning expertise (tax, wealth, estate, philanthropic)
- Extremely low advisor attrition in a collegial and collaborative culture
- Compensation package amongst the best in the industry inclusive of :
- Starting guaranteed compensation in the 200-250k range
- Clear track towards 7 figure cash compensation
- Unlimited travel and entertainment budget
- Industry leading benefits and retirement program
