Accounting & Finance

Senior Wealth Manager

Leah Yosef International

New York · New York · United States

Senior Wealth Advisor

Midtown Manhattan

Boutique Wealth Advisory Firm


For a complete understanding of this opportunity, and what will be required to be a successful applicant, read on.

Firm Overview

Dynamic 800M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.


Not a sales role; no portable book of business required


  • Forward thinking culture dedicated to challenging the status quo
  • Strong culture of teamwork, work life balance and personal and professional growth
  • Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
  • Opportunity to make an impact through high touch relationship management xhqgsiq and financial planning expertise
  • $250,000+ compensation package


Requirements

  • CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience



Reference: WJ-3131_4754646

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