Open jobs in the United States

Save this search

Added 4 days ago
Portfolio Strategist / Investment Research
Leah Yosef International, Inc.
Dallas, TX
Added 7 days ago
Senior Financial Planner
Leah Yosef International, Inc.
Boca Raton, FL
Added 7 days ago
Director of Operations
Leah Yosef International, Inc.
Boca Raton, FL
Added 11 days ago
Wealth Strategist. JD
Leah Yosef International, Inc.
New York, NY
Added 12 days ago
Advisor Partnership Opportunity
Leah Yosef International, Inc.
United States
Added 20 days ago
Senior Wealth Advisor, MFO
Leah Yosef International, Inc.
Northern, NJ
Added 20 days ago
Senior Financial Advisor
Leah Yosef International, Inc.
San Mateo, CA
Added 21 days ago
Chief Executive Officer
Leah Yosef International, Inc.
Upstate, NY
Added 23 days ago
Chief Compliance Officer (Filled)
Leah Yosef International, Inc.
Boston, MA
Added 23 days ago
Chief Operating Officer (Filled)
Leah Yosef International, Inc.
Midwest, IN
Added 23 days ago
Senior Wealth Advisor
Leah Yosef International, Inc.
United States
Added 23 days ago
Senior Wealth Manager
Leah Yosef International, Inc.
New York, NY
Added 23 days ago
Client Advisor
Leah Yosef International, Inc.
Philadelphia, PA
Added 23 days ago
Financial Advisor
Leah Yosef International, Inc.
Tampa, FL
Added 23 days ago
Wealth Advisor
Leah Yosef International, Inc.
Los Angeles, CA
Added 23 days ago
Wealth Advisor
Leah Yosef International, Inc.
Irvine, CA
Added 23 days ago
Wealth Advisor
Leah Yosef International, Inc.
Chicago, IL
Added 23 days ago
Wealth Advisor
Leah Yosef International, Inc.
Phoenix, AZ
Added 23 days ago
Senior Wealth Advisor
Leah Yosef International, Inc.
New York, NY
Added 23 days ago
Market Leader
Leah Yosef International, Inc.
Walnut Creek, CA
Added 23 days ago
Market Leader
Leah Yosef International, Inc.
Portland, OR
Added 23 days ago
Senior Wealth Advisor
Leah Yosef International, Inc.
Los Angeles, CA
Added 23 days ago
Senior Director of Investments, CFA
Leah Yosef International, Inc.
Detroit, MI
Added 23 days ago
Senior Director of Investments, CFA
Leah Yosef International, Inc.
Pittsburgh, PA
Added 23 days ago
Senior Wealth Advisor
Leah Yosef International, Inc.
West Palm Beach, FL

Leah Yosef International, Inc.

Wealth Advisor

Chicago, IL, United States

$125,000-$150,000 base salary, moving to a revenue based compensation once base is exceeded

Apply About employer

Applications open in a new tab.

Job details

Pay: $125,000-$150,000 base salary, moving to a revenue based compensation once base is exceeded
Experience: 5+ years experience leading relationships with high net worth clientele
Posting language: English
Posted: Apr 23, 2025

Original job description

Overview

Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage relationships with high net worth clientele including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management. No portable book of business required Clear track toward granted equity Highlights

Through extensive marketing and lead generation programs, the firm will spend ~$300,000 annually per new advisor to drive ~200 client meetings a year, with an average close rate of 30%
Onboard high net worth clientele through an extensive financial planning process and continue to serve as the Lead Wealth Advisor
The Firm has been growing consistently year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
Compensation
$125,000-$150,000 base salary, moving to a revenue based compensation once base is exceeded
Perpetual revenue share on any existing clients in addition to the base salary (not required)
Clear and well-trodden path toward being granted equity within 2-3 years. W2, 401k match, excellent benefits.

Requirements

CFP, CPA, CFA or JD
5+ years experience leading relationships with high net worth clientele

Apply About employer

More about this job

Skills

Financial planning
Lead generation
CPA
CFA

Report this job