Senior Wealth Advisor - Collaborative, High-Touch Planning

Leah Yosef International; New York (NY); On-site; USD 225,000 - 275,000; Full time

Job summary

Leah Yosef International in New York is seeking a Senior Wealth Advisor to strengthen client relationships, provide comprehensive financial planning and asset management. This is not a sales role, and no portable book of business is required.

You will work in an ensemble practice with a collaborative culture focused on work-life balance, personal and professional growth, and high-touch client service. Join a forward-thinking firm with a strong teamwork ethos and a compensation package of $250k+

Qualifications

• CFP certification is required.
• 10+ years wealth management experience.
• 5+ years lead advisor experience.

Responsibilities

• Provide high-touch relationship management and comprehensive financial planning.
• Lead advisory engagements within an ensemble practice with a collaborative approach to client service.
• Contribute to asset management strategies and financial planning across the client base.

Skills

Wealth management

Client relationship management

Financial planning

Asset management

Education

CFP certification

Job description

Leah Yosef International in New York is seeking a Senior Wealth Advisor to strengthen client relationships, provide comprehensive financial planning and asset management. This is not a sales role, and no portable book of business is required.

You will work in an ensemble practice with a collaborative culture focused on work-life balance, personal and professional growth, and high-touch client service. Join a forward-thinking firm with a strong teamwork ethos and a compensation package of $250k+