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Senior Vice President of Wealth Management

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Leah Yosef International

2021-12-03 07:32:24

Job location Seattle, Washington, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Senior Wealth Advisor - WAS Channel - Payouts in Perpetuity

5 Billion+ Independent Wealth Management Firm

Greater Seattle Area


Dynamic 5B+ Independent Wealth and Investment Management Firm

seeks a Senior Wealth Advisor to build the region by closing business that is sourced

through a premier custodial referral network and manage the custodial referral channel throughout the entire Region


Uncapped compensation with payouts in perpetuity

Clear track to 7 figure+ income

Opportunity to be granted equity ownership


  • The Firm has been growing organically at a rate of 25% year over year since 2009.
  • Build relationships with Financial Consultants at the Custodial Branches by closing referred leads and positioning the Firm as the comprehensive planning and/or customized investment solution for appropriate clientele
  • Ability to lead with either a customized financial planning approach or with deep investment expertise inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach
  • Collegial culture with extensive operational, investment, financial planning and relationship management support

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