Wealth Management Advisor

Leah Yosef International; McLean (VA); On-site; USD 150,000 - 210,000; Full time

Job summary

Leah Yosef International seeks a Wealth Advisor to inherit relationships from three retiring advisors over the next 2–3 years, targeting clients with ~$200M+ AUM. The role emphasizes serving executives, newly independent women, and entrepreneurs approaching liquidity events.

Compensation starts at $175,000 in the first year with potential to convert to revenue-based payouts and equity ownership over time, supported by a strong marketing budget and ongoing client expansion.

Qualifications

• Advanced designations such as CFP, CDFA, CEP or CEPA strongly preferred

Responsibilities

• Provide comprehensive wealth management services including financial planning, tax planning, estate planning and risk management for high-net-worth individuals and families.
• Advise executives, newly independent women, and entrepreneurs approaching liquidity events.
• Coordinate with marketing to leverage warm leads and grow a client base (as per the firms extensive marketing budget).

Skills

Wealth management

Financial planning

Tax planning

Estate planning

Risk management

Education

CFP

CDFA

CEP

CEPA

Job description

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