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Private Wealth Manager - Richmond, United States - Leah Yosef International
Description
Independent RIAOverviewDynamic and fast growing $400M+ AUM Independent RIA seeks a seasoned Advisor to inherit relationships in a collaborative ensemble practice.
HighlightsStrong expertise in advising newly independent women, and entrepreneurs looking towards liquidity eventsExtensive marketing budget that drives a continuous stream of warm leads and prospects for advisorsProvide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk managementIn house tax prep and advice capabilitiesClear track towards equity ownershipMember of the Broker ProtocolRequirementsTrack record of business development from an external networkCFP, CDFA, CEP or CEPA#J-18808-Ljbffr