BeverlyHillsRecruiter Since 2001
the smart solution for Beverly Hills jobs

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

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Beverly Hills RSS job feeds