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Senior Wealth Manager - Inherit relationships

Leah Yosef InternationalMc Lean, Virginia🇺🇸United States

Quick overview

Salary$175k/yr
SeniorityMid Senior
Employment typeFull Time
Work modeHybrid
LocationMc Lean, Virginia, United States
Risk Management

Job description

Job Description

Wealth Advisor

Fee-based RIA

McLean, VA

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 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

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