Private Wealth Executive
leah yosef internationalLos Angeles, CA
$1,000,000
Apply now (opens in a new tab)Private Wealth Executive
L5
leah yosef internationalLos Angeles, CA4 days ago
$1,000,000
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesPrivate Wealth ExecutiveClient Acquisition 100B+ AUMRemoteExtensive internal leads; no external sourcing requiredOverview Dynamic 100B+ AUM Independent Wealth Management Firm seeks a Private Wealth Executive to focus on client acquisition to provide planning and investment solutions towards achieving their life goalsThe Firm has been growing organically at a rate of 20% year over year for the last decadeCollegial culture with extensive operational, investment, financial planning and relationship management supportHighlights Significant base compensation with long term payouts in perpetuityClear and well-trodden track to $1,000,000+ incomeNo portable book of business necessaryOpportunity to work 100% remoteRequirements 5+ years of sales achievements within the high-net-worth wealth management arena2059
Apply now (opens in a new tab)
Level
SeniorL5
Salary
$1,000,000
Location
Los Angeles, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
4 days ago
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