More jobs:
Vice President of Wealth Management
Job in
Elizabethtown, Hardin County, Kentucky, 42701, USA
Listed on 2026-02-12
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Overview
Independent RIA seeks a Senior Wealth Advisor to solve for next generation succession planning and join the leadership team, with a focus on providing high touch service and growing the client base over time (Average client is 15M+ investable assets).
Responsibilities- Lead and manage relationships with high net worth and ultra-high net worth individuals and families (10M-150M+ level net worths) advising on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory, risk management and other Family Office Services.
- Play an active role and be a valuable contributor to the firm’s Management Committee which oversees the operating functions of the firm.
- Collaborative and forward thinking culture with an impressive track record of client service and retention, a robust support structure and professional management.
- Opportunity to acquire meaningful equity over time in a non-private equity backed, highly profitable Wealth Management Firm.
- 15+ years of wealth management experience, leading client relationships with high net worth clientele
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×