What are the responsibilities and job description for the Client Services Associate position at Leah Yosef International?
Independent RIA
Billings, Montana
Overview
Fast growing and dynamic National Wealth Management Firm with 6B AUM seeks an Associate Wealth Advisor in Billings, Montana to support the Senior Wealth Advisor as the Founding partner transitions towards retirement over the next 12 months.
Clear track to equity partnership
Highlights
- Opportunity to transition relationships and serve as the lead advisor for high net worth households in a collegial, family-oriented office environment backed by the strength of a national platform
- Serve as a relationship-focused associate advisor, caring for existing clients, engaging in community events, and supporting growth
- Access to extensive planning capabilities inclusive of in-house tax planning, compliance, and estate planning to provide best in-class service
- The Firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF’s as well as a full suite of alternatives
- Collaborative culture with employee-owned leadership, ensuring strong advancement potential and equity opportunities
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