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Senior Investment Advisor

Company: Leah Yosef International
Location: Stratford
Posted on: November 19, 2021

Job Description:

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 meetings.
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 opportunities.
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 Arizona

Keywords: Leah Yosef International, Visalia , Senior Investment Advisor, Other , Stratford, California

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