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    Private Wealth Manager - Virginia, United States - Leah Yosef International

    Leah Yosef International
    Leah Yosef International Virginia, United States

    1 week ago

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    Description

    Independent RIA

    Overview

    Dynamic and fast growing $400M+ AUM Independent RIA seeks a seasoned Advisor to inherit relationships in a collaborative ensemble practice. Fee-based fiduciary culture with significant Firm generated lead flow.

    Highlights

    • Strong expertise in advising newly independent women, and entrepreneurs looking towards liquidity events
    • Extensive marketing budget that drives a continuous stream of warm leads and prospects for advisors
    • Provide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management
    • In house tax prep and advice capabilities
    • Clear track towards equity ownership
    • Member of the Broker Protocol

    Requirements

    • Track record of business development from an external network
    • CFP, CDFA, CEP or CEPA


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