Lead Wealth Advisor – HNW Planning & Growth (Equity)

Leah Yosef International; Atlanta (GA); Presencial; USD 158 000 - 193 000; Tempo integral

Resumo da oferta

Leah Yosef International in Atlanta seeks a Senior Wealth Advisor to lead relationships with high net worth clients and deliver planning-based advice across financial planning, investment management, tax and estate planning, retirement, and cash flow management.

You will work within a dedicated wealth team to access specialized resources and build a meaningful long-term client base, focusing on advisory excellence and client depth.

Qualificações

• Lead Wealth Advisor to high net worth families, executives, entrepreneurs, and business owners.
• Provide comprehensive planning-based advice across financial planning, investment management, tax planning, estate planning, retirement, cash flow, and other complex wealth needs.
• Work within a dedicated wealth team model with access to investment, tax, estate planning, and other specialized resources.
• Multiple avenues to build and develop a meaningful long-term client base while focusing on advising and deepening client relationships.

Conhecimentos

Wealth management

Financial planning

Client relationships

Formação académica

CFP certification

5+ years wealth management experience

Descrição da oferta de emprego

Leah Yosef International in Atlanta seeks a Senior Wealth Advisor to lead relationships with high net worth clients and deliver planning-based advice across financial planning, investment management, tax and estate planning, retirement, and cash flow management.

You will work within a dedicated wealth team to access specialized resources and build a meaningful long-term client base, focusing on advisory excellence and client depth.