Skip to main content

Private Wealth Executive

Posted yesterday

leah yosef internationalSavannah (GA)

SENIORITY

Senior

SALARY

$1,000,000

Apply (opens in a new tab)

About the role

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

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

More like this