Market Leader- Wealth Management

Leah Yosef International; Portland (OR); On-site; USD 250,000 - 400,000; Full time

Benefits offered by this job

Equity opportunity

Job summary

Leah Yosef International in Portland, Oregon seeks a Lead Wealth Advisor to serve the most complex, high-net-worth clientele and to mentor a local team of eight Wealth Advisors. The role focuses on continuing buildout of the region through strategic, custodial referrals and centers of influence, while identifying and guiding cultural integration of acquired practices.

There is an immediate equity opportunity, along with a competitive base salary, performance bonuses, and profit-based incentives

Responsibilities

• Lead a multi-advisor team to deliver best-in-class service to high-net-worth and ultra-high-net-worth clients.
• Oversee growth by building the region through custodial referrals and centers of influence.
• Guide cultural integration of acquired wealth management practices.
• Collaborate with business development to expand the region and participate in regional leadership initiatives.

Job description

Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to serve as the Lead Wealth Advisor to the most complex and sophisticated clientele, mentor the local team of Wealth Advisors, and lead the continued buildout of the region through organic growth. Immediate equity opportunity.

The Opportunity

• Lead a multi-billion dollar team of 8 Wealth Advisors in provide best in class service to high net worth and ultra high net worth clientele
• Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
• Help identify and lead the cultural integration of acquired wealth management practices
• Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
• Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives
• Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and equity ownership