Senior Wealth Advisor

Leah Yosef International; City of Rochester (NY); On-site; USD 135,000 - 165,000; Full time

Job summary

Leah Yosef International is seeking a Wealth Advisor to inherit high net worth client relationships in a National RIA setting with 1B+ AUM. The role emphasizes client focus and a collegial team environment in the Rochester area.

The position offers extensive opportunity for advancement, with the potential for significant career growth as the practice expands through succession planning and 10%+ organic growth. First-year compensation is strong and performance-based.

Qualifications

• 3+ years of wealth management experience.
• Advising high net worth client relationships including multi-generational families.
• Experience with complex tax and estate planning strategies is a plus.

Responsibilities

• Advise high net worth client relationships on comprehensive wealth management and investment strategies.
• Support succession planning by transferring relationships to a senior advisor.
• Collaborate with clients to align tax and estate planning with investment goals.

Skills

Wealth management

Client relationship management

Investment management

Estate planning

Tax planning

Job description

Dynamic and fast growing National RIA seeks a Wealth Advisor to play a key role in succession planning by inheriting high net worth client relationships on a collegial, client focused 1B+ AUM region.

The firm has a track record of retaining and quickly promoting top talent.

Extensive opportunity for advancement.

Highlights

• Advise high net worth client relationships, inclusive of multi-generational families, regarding comprehensive wealth management, complex tax and estate planning strategies and investment management
• The role is open due to succession planning for a retiring advisor as well as 10%+ organic growth
• First year compensation package in the $150,000+ range with a clear track towards significant career and economic growth

Requirements

• 3+ years of wealth management experience