Private Wealth Executive
Full-time
Leah Yosef International
Private Wealth Executive
Client Acquisition
100B+ AUM
Remote
Extensive internal leads; no external sourcing required
Overview
- 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
- The Firm has been growing organically at a rate of 20% year over year for the last decade
- Collegial culture with extensive operational, investment, financial planning and relationship management support
Highlights
- Significant base compensation with long term payouts in perpetuity
- Clear and well-trodden track to $1,000,000+ income
- No portable book of business necessary
- Opportunity to work 100% remote
Requirements
- 5+ years of sales achievements within the high-net-worth wealth management arena
2059
Vacancy posted 13 hours ago
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