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Regional Vice President Private Wealth

Leah Yosef International

Job Description

Private Wealth Executive;

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Client Acquisition

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100B+ AUM

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Remote

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Extensive internal leads; no external sourcing required

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Overview

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  • Dynamic 100B+ AUM Independent Wealth Management Firm seeks a Private Wealth Executive to focus on client acquisition to provide planning and investment solutions towards achieving their life goals
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  • The Firm has been growing organically at a rate of 20% year over year for the last decade
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  • Collegial culture with extensive operational, investment, financial planning and relationship management support
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Highlights

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  • Significant base compensation with long term payouts in perpetuity
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  • Clear and well-trodden track to $1,000,000+ income
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  • No portable book of business necessary
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  • Opportunity to work 100% remote
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Requirements

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  • 5+ years of sales achievements within the high-net-worth wealth management arena
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2059

Vacancy posted 5 days ago
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