leah yosef internationalIndianapolis, IN
Private Wealth Executive
$1,000,000
Apply (opens in a new tab)Private Wealth Executive
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Private 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
Also on the board Same function, level within a rung
Level
Senior
Salary
$1,000,000
Location
Indianapolis, IN
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
6 days ago