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Regional Vice President Private Wealth

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 2 days ago
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