Director Wealth Management Job at Leah Yosef International, Sonoma County, CA

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  • Leah Yosef International
  • Sonoma County, CA

Job Description

Director of Wealth Management

Sonoma Counties

Independent RIA

Overview

Well established and dynamic Independent RIA seeks a Director of Wealth Management with a passion for leadership to inspire the team of Wealth Advisors and spearhead strategic growth initiatives.

Clear and well-trodden path to partnership as the firm continues to expand ownership within the next generation of leaders

The Opportunity

  • Coach, mentor, and collaborate with a team of high-performing Wealth Advisors to ensure the optimal client experience
  • Advance growth initiatives throughout the firm including talent acquisition, tuck-in advisors, and business development to lead the firm to the next level of performance
  • Extensive collaboration with the Executive Committee and Operations Team
  • Collegial culture that values diversity, equity, and inclusion
  • Work-life balance inclusive of a hybrid schedule
  • $250,000+ compensation package
  • Relocation package available

Requirements

  • 5+ years of wealth management leadership
  • Prior experience asa Wealth Advisor a plus

1766

Job Tags

Relocation package,

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