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Head Of Wealth Management

Company

Leah Yosef International
Address Washington DC-Baltimore Area, United States
Employment type FULL_TIME
Salary
Category Banking,Financial Services,Investment Management
Expires 2023-06-01
Posted at 1 year ago
Job Description

4B+ Multi-Family Office

Overview

4B+ UHNW Multi-Family Office seeks a Senior Wealth Advisor to help serve an existing book of ultra high net worth clientele and lead the continued buildout of the firm.

Immediate equity grant opportunity

Not a commissioned sales role. No portable book of business required.

Highlights

  • Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and a clear path to equity/partnership
  • Lead the buildout of the Firm through a team-based and collaborative approach to business development and client service
  • The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra-high net worth clientele with a robust investment platform, strong culture of collaboration and integrity.
  • Serve as Client Advisor to local Ultra High Net Worth clientele


Requirements

  • Track record of relationship management and business development with $5M+ level clientele