Wealth Management Advisor
$175kLeah Yosef International
Wealth Advisor
Fee-based RIA
McLean, VA
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Overview
Dynamic and fast growing Independent RIA seeks a Wealth Advisor to inherit relationships from 3 retiring advisors over the next 2-3 years (~200M+ AUM).
Highlights
- Provide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management to a select group of high net worth individuals and families
- Strong expertise in advising executives, newly independent women, as well as entrepreneurs approaching liquidity events
- Extensive marketing budget that drives a continuous stream of warm leads and prospects
- $175,000 first year compensation package with xhyhwjd potential to convert to revenue based payout over time. Clear track towards equity ownership
Requirements
- Advanced designations such as CFP, CDFA, CEP or CEPA strongly preferred
2225
Vacancy posted 1 day ago
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