What are the responsibilities and job description for the Wealth Manager - HNW position at Leah Yosef International?

Wealth Manager

Pasadena

Fee-Only RIA

Overview

Fee Only RIA seeks a Wealth Manager to serve high-net-worth individuals and families from the newly established Pasadena office.

Highlights

Focus on advising clients rather than prospecting, with an immediate opportunity to inherit an established client base
Advisors work within a planning-focused environment with a robust and comprehensive investment offering including in-house research capabilities
Serve high-net-worth individuals and families with sophisticated retirement, tax, estate, investment, and financial-planning needs
Compensation of $150,000 in the first year, including a significant base salary, performance-based bonus, and incentives tied to referrals and new business participation

Requirements

2087

Salary : $150,000

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