Current jobs related to Senior Wealth Manager - Minneapolis - Leah Yosef International

  • Wealth Management Advisor

    1 month ago

    Minneapolis, Minnesota, United States Wealth Enhancement Group Full time

    About Wealth Enhancement Group Wealth Enhancement Group is a distinguished independent wealth management firm dedicated to enhancing the financial well-being of our clients. Our commitment to excellence drives us to refine our personalized financial planning services through our innovative Roundtable and UniFi methodologies, which surpass conventional...

  • Senior Wealth Manager

    7 days ago

    Minneapolis, Minnesota, United States Leah Yosef International Full time

    Job Title: Senior Wealth ManagerCompany: Leah Yosef InternationalOverview:We are seeking a seasoned Senior Wealth Manager to develop relationships with custodial referral channel leads. This opportunity offers long-term payouts with no cap on upside, allowing for significant growth and success.Highlights:Top 25 firm in the custodial referral program...

  • Senior Wealth Manager

    3 months ago

    Minneapolis, United States Leah Yosef International Full time

    OverviewDynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.No cap on upside. Long term payouts in perpetuity.Highlights Top 25 firm in the WAS custodial referral program channelOpportunity for overrides while assisting Financial Advisors nationwide to...

  • Senior Wealth Manager

    3 months ago

    Minneapolis, United States Leah Yosef International Full time

    OverviewDynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.No cap on upside. Long term payouts in perpetuity.Highlights Top 25 firm in the WAS custodial referral program channelOpportunity for overrides while assisting Financial Advisors nationwide to...

  • Financial Advisor

    3 weeks ago

    Minneapolis, Minnesota, United States Wealth Enhancement Group Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at Wealth Enhancement Group. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship ManagementManage client relationships and assist senior advisors with...

  • Senior Wealth Management Consultant

    1 month ago

    Minneapolis, Minnesota, United States North Star Resource Group Full time

    Senior Wealth Management ConsultantWe are seeking a qualified candidate to join our team as a Senior Wealth Management Consultant. This role is ideal for a seasoned financial strategist who is eager to expand their practice and collaborate with fellow professionals on succession planning initiatives. By becoming part of an organization that values...

  • Senior Wealth Management Professional

    2 weeks ago

    Minneapolis, Minnesota, United States gpac Full time

    {"Job Title": "Senior Wealth Advisor", "Job Description": "Unlock Your Financial Potentialgpac is thrilled to partner with a well-established company in the exciting world of Financial Services. We are seeking a talented and experienced Sr. Wealth Advisor to join our client's tight-knit team.Key Responsibilities:Build and maintain strong relationships with...

  • Senior Vice President of Wealth Management Solutions

    1 month ago

    Minneapolis, Minnesota, United States Ameriprise Financial Full time

    Position OverviewWe are in search of a Senior Vice President to spearhead the strategic vision and operational oversight of the Wealth Management Solutions division. This role encompasses comprehensive P&L accountability for a diverse array of product offerings and wealth management solutions available to our clients and advisors.Key ResponsibilitiesDirect...

  • Director Wealth Management

    1 week ago

    minneapolis, United States Leah Yosef International Full time

    OverviewDynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.No cap on upside. Long term payouts in perpetuity.Highlights Top 25 firm in the WAS custodial referral program channelOpportunity for overrides while assisting Financial Advisors nationwide to...

  • Wealth Management Advisor

    1 month ago

    Minneapolis, Minnesota, United States Russell Tobin Full time

    Position Overview:We are seeking a dedicated Senior Private Wealth Consultant who is enthusiastic about enhancing client connections and fostering business development. This position entails working closely with our Business Development Officer and other team members to devise growth strategies. Your primary focus will be on transforming prospects into...

  • Wealth Manager

    3 months ago

    Minneapolis, United States CX Institutional LLC Full time

    Job DescriptionJob DescriptionCompany Overview:At Credent Wealth Management our proven process to working with clients is the result of years of expertise to provide each client with exceptional service and a comfortable and productive experience. Meticulous attention to detail and high-touch service distinguishes Credent Wealth Management among firms...

  • Wealth Management Consultant Associate

    1 month ago

    Minneapolis, Minnesota, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity At Charles Schwab, you are empowered to influence your career path. Here, innovative thinking meets creative problem-solving, enabling us to reshape the finance sector collaboratively. As a Wealth Management Consultant Associate, you will be at the forefront, serving as a reliable partner to our Senior Financial...

  • Wealth Management Advisor

    1 month ago

    Minneapolis, Minnesota, United States AppleOne Full time

    Job OverviewJoin Our Esteemed TeamPosition:Wealth Management Advisor Location:Minneapolis, MN Compensation:Up to $85,000 annually Position Summary:Are you a driven professional looking to advance your career in wealth management? Our reputable financial services firm is on the lookout for a committed Wealth Management Advisor to enhance our team.In this...

  • Wealth Management Consultant Associate

    1 month ago

    Minneapolis, Minnesota, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity: At Charles Schwab, we empower you to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry together. As a Wealth Management Consultant Associate, you will be at the forefront of our operations, serving as a trusted ally to our...

  • Wealth Advisor Senior

    1 month ago

    Minneapolis, United States Bremer Bank National Association Full time

    Why Work at Bremer? Are we a bank? Absolutely. But when it comes to careers, you'll find that there's a lot more to our business than you might expect. We're passionate about helping customers throughout Minnesota, Wisconsin and North Dakota succeed and grow. Our commitment to authentic and enduring relationships starts by taking time to listen and learn...

  • 2025 Wealth Manager

    3 weeks ago

    Minneapolis, Minnesota, United States Wells Fargo Full time

    Wealth Management at Wells FargoKey Responsibilities:Maintain daily contact with senior management, team members, and vendors to ensure seamless communication and collaboration.Provide exceptional customer service to clients and internal employees, addressing their needs and concerns in a timely and professional manner.Develop in-depth understanding of...

  • Wealth Management Professional

    1 day ago

    Minneapolis, Minnesota, United States CX Institutional LLC Full time

    Job Title: Wealth ManagerCX Institutional LLC is seeking a highly skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing exceptional service to our high net worth clients, building and maintaining trusting relationships, and delivering financial plans that meet their unique needs.Job Responsibilities:Develop and...

  • Wealth Management Associate

    1 week ago

    Minneapolis, Minnesota, United States Equitable Services Full time

    Join Our Team as a Wealth Management AssociateWe are seeking a highly motivated and results-driven Wealth Management Associate to join our team at Equitable Advisors. As a key member of our Retirement Benefits Group, you will play a critical role in helping individuals and organizations achieve their financial goals.About the RoleAs a Wealth Management...

  • Associate Integrated Wealth Advisor

    4 months ago

    Minneapolis, United States Carlson Capital Management Full time

    Job DescriptionJob DescriptionSalary: At Carlson Capital Management (CCM), we deliver a fully integrated, client-centered wealth management experience that exemplifies superior care and upholds the industry’s highest fiduciary standards. Our employee-owned firm offers customized investment, estate, tax, retirement, insurance, and philanthropic planning to...

  • Wealth Management Consultant

    3 weeks ago

    Minneapolis, Minnesota, United States Cognizant Full time

    About the RoleCognizant is seeking a highly skilled Wealth Management Consultant to join our Banking & Financial Services Consulting practice. As a senior consultant, you will be responsible for delivering high-quality client deliverables and taking ownership of producing client content and meeting client expectations.Key ResponsibilitiesCreate high-quality...

Senior Wealth Manager

3 months ago

Minneapolis, United States Leah Yosef International Full time

Overview

Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.

No cap on upside. Long term payouts in perpetuity.

Highlights

  • Top 25 firm in the WAS custodial referral program channel
  • Opportunity for overrides while assisting Financial Advisors nationwide to close business.
  • Above market payout in perpetuity on all AUM
  • Strong access to alternatives platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • The Firm has been growing consistently year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.

Requirements

  • 7+ years of experience advising high-net-worth clientele on all aspects of wealth and investment management.
  • Success sourcing and closing business within a custodial referral channel preferred (SAN or WAS).