Senior Investment Advisor

Employer: Leah Yosef International
Location: Richmond, Virginia
Salary: Competitive Salary
Closing date: Mar 9, 2023

Job Function: Equities Research: Buy Side, Equities Research: Sell Side, Fixed Income Research: Buy Side, Fixed Income Research: Sell Side, Investment Advisor/Consultant, Portfolio Management: Alternatives, Portfolio Management: Equities, Portfolio Management: Fixed Income, Portfolio Management: Multi-Asset, Private Equity/Venture Capital, Relationship Management, Risk Management, Wealth Management
Industry Sector: Asset Management, Private Wealth Management Firm , Finance - General
Certifications: Passed CFA Level III (Charter Pending)
Employment Type: Full Time
Education: Bachelors

Overview

Fast growing and dynamic National Wealth Management Firm seeks a Senior Investment Advisor in Richmond, Virginia to inherit a book of high-net-worth clientele (400m+ AUM) from retiring founding partners.

Relocation Package Available

Not a commissioned sales role. Portable book of business not required

Highlights

Receive valuable mentorship and guidance from founding partners while inheriting clients and collaboratively growing the firm
The Firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF’s
Implement the Firm’s investment strategies and asset allocation using mostly individual stocks and bonds and a few high-quality ETF’s
Opportunity to lead the investment process, building and maintaining investment policy statements and performing due diligence and research

Requirements

5+ years of wealth advisory experience with excellent interpersonal
CFA, CFP or CIMA a plus

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