Senior Wealth Advisor Sports & Artists
$250kLeah Yosef International
6B+ AUM Registered Investment Advisor serving high net worth and ultra-high net worth clientele seeking a Senior Wealth Advisor. Firm clientele includes professional athletes, coaches and owners for all major sports in addition to musicians, actors, directors and writers. Highlights Full suite of services tailored towards the individual needs of athletes and artists, including Family Office Services, Bill Pay, Concierge Security, personal brand protection, etc. The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide with a collaborative, fast paced and collegial culture and an internal CPA driven referral program. The Firm has been growing at 20%+ annually, both organic and inorganic Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning. $250,000+ Compensation Package, including above market base and bonuses, strong multiples on portable AUM, competitive payouts in perpetuity and equity Requirements Strong planning capabilities, CFP preferred Track record of successful business development #J-18808-Ljbffr Leah Yosef International
Vacancy posted 1 day ago
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