More jobs:
Market Leader, Wealth Management
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-01-07
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-01-07
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
Top Tier National Registered Investment Advisor seeks a Market Leader over the Valencia/Thousand Oaks/West Los Angeles region to manage and mentor the local teams of Wealth Advisors while leading the continued buildout of the region through organic growth.
Highlights- Manage, lead and coach a team of ~8 Wealth Advisors in a ~2B AUM region, while serving as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele
- Collaborate with advisors to lead the buildout of the region, running point on leads sourced through custodial referral channels, centers of influence, digital leads, GEO and SEO
- Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and clear path to equity
- $275,000+ first year compensation package
- Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture
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