Wealth Management Advisor at Leah Yosef International Wealth Management Advisor at Leah Yosef International in Merrifield, Virginia Posted in about 1 hour ago.

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full-time Wealth Advisor Fee-based RIA McLean, VA Overview Dynamic and fast growing Independent RIA seeks a Wealth Advisor to inherit relationships from 3 retiring advisors over the next 2-3 years (~200M+ AUM). Highlights Provide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management to a select group of high net worth individuals and families Strong expertise in advising executives, newly independent women, as well as entrepreneurs approaching liquidity events Extensive marketing budget that drives a continuous stream of warm leads and prospects $175,000 first year compensation package with potential to convert to revenue based payout over time. Clear track towards equity ownership Requirements Advanced designations such as CFP, CDFA, CEP or CEPA strongly preferred 2225