Senior Investment Advisor
Company: Leah Yosef International
Posted on: November 19, 2021
Senior Investment Advisor, Fiduciary Services
Mission Driven FinTech Start-up
Remote from anywhere in CA or AZ
Mission Driven FinTech Startup is seeking a Senior Investment
Advisor, Fiduciary Services to deepen and scale relationships
within the Professional Trustee and Fiduciary Division.
The firm is a fast-growing fintech company that provides quality
financial services for family and professional caregivers of
vulnerable older adults, people with disabilities, and people in
recovery, who have complex needs for protection and support.
Ability to work remote from anywhere in Arizona and California with
-25% regional travel for conferences, clients visits and company
Entrepreneurial, caring, and inclusive culture.
Lead quarterly investment reviews and reassess client investment
strategies with a focus on low-cost, broad-based portfolios.
Leverage the firm's strong brand, differentiated technology and
tailored investment approach for people with complex needs to
deepen and scale relationships with professional fiduciary clients
to grow AUM.
Build a presence in the professional fiduciary communities,
especially in California and Arizona; attend key events /
conferences and identify high value sponsorship / speaking
Collaborate cross-functionally within a 100-person financial
services firm to share insights and contribute to the evolution and
growth of products and services for professional fiduciaries.
Competitive compensation package inclusive of base salary and
performance-based bonuses. Early stage equity opportunity.
10+ years investment advisory experience and ties into professional
fiduciary/professional trustee networks in California or
Keywords: Leah Yosef International, Visalia , Senior Investment Advisor, Other , Stratford, California
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