Regional Vice President Private Wealth

Leah Yosef International; United States; Remote; USD 300,000 - 1,000,000; Full time

Benefits offered by this job

100% remote work

Job summary

Leah Yosef International is seeking a Private Wealth Executive in the United States to drive client acquisition and deliver comprehensive planning and investment solutions aligned with clients’ life goals.

This senior role offers a significant base compensation with long-term payout potential and a clear path to seven-figure income, with an opportunity to work 100% remotely and be supported by a collaborative team and extensive research resources.

Qualifications

• Minimum 5+ years of sales achievements within the high-net-worth wealth management arena.

Responsibilities

• Focus on client acquisition to provide planning and investment solutions toward achieving clients' life goals.

Job description

Overview

• Dynamic 100B+ AUM Independent Wealth Management Firm seeks a Private Wealth Executive to focus on client acquisition to provide planning and investment solutions towards achieving their life goals
• The Firm has been growing organically at a rate of 20% year over year for the last decade
• Collegial culture with extensive operational, investment, financial planning and relationship management support

Highlights

• Significant base compensation with long term payouts in perpetuity
• Clear and well-trodden track to $1,000,000+ income
• No portable book of business necessary
• Opportunity to work 100% remote

Requirements

• 5+ years of sales achievements within the high-net-worth wealth management arena