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Private Wealth Advisor

Company: Leah Yosef International
Location: Beverly Hills
Posted on: June 20, 2022

Job Description:

Senior Investment Advisor, Director $1B+ AUM Boutique RIABeverly Hills, CAOverview

  • Dynamic Independent Registered Investment Advisor providing sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele ($5M-200M net worth) targeting entrepreneurs, executives and family offices.
  • The firm seeks a Senior Investment Advisor to inherit client relationships from Founding Partners that are specific to your niche (50%) and to develop and maintain new client relationships
  • Collegial and diverse firm culture with institutional level operational, technology and relationship management support
  • Significant base compensation and bonus structure with long-term payouts in perpetuityRequirements
    • Successful track record in sourcing, building and maintaining relationships with high-net-worth clientele in investment management

Keywords: Leah Yosef International, Beverly Hills , Private Wealth Advisor, Other , Beverly Hills, California

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