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    Financial Advisor - Houston, United States - Leah Yosef International

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    Description

    Wealth Advisor, Independent RIA

    Houston, TX

    Overview

    Dynamic, Independent Registered Investment Advisor seeks a Wealth Advisor to source new high net worth clientele. The Firm provides high touch sophisticated financial advisory services to high net worth and ultra-high net worth clientele ($1M-100M+ net worth).

    This role is ideal for an independent or captive IAR focused on asset management and comprehensive financial planning looking for a place to grow in a team-based, collaborative culture.

    This role is also ideal for a professional from captive insurance companies seeking more robust investment and insurance solutions for their high-net worth clientele, with an above market, highly competitive payout.

    Highlights

    • Advise high net worth and ultra-high net worth families on strategic asset management, estate, tax and financial planning, insurance, retirement planning, cash flow analysis and philanthropic advisory
    • Sophisticated investment platform with access to public and private investments including direct real estate and other sophisticated alternatives
    • High touch insurance design inclusive of private placement insurance solutions for UHNW clientele
    • Extensive mentorship and training in a forward thinking and planning driven culture
    • Significant base compensation, long-term payouts in perpetuity, no cap on upside
    • Path towards equity partnership

    Requirements

    • Track record of successful business development with high net worth clientele

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