Senior Wealth Advisor - ESG

Leah Yosef International; New York (NY); On-site; USD 235,000 - 275,000; Full time

Job summary

Leah Yosef International seeks a Senior Wealth Advisor in New York, NY to cultivate deep client relationships and deliver comprehensive financial planning and asset management. This role emphasizes high-touch service within an ensemble practice that collaborates on business development and client service.

The ideal candidate holds CFP certification with 10+ years in wealth management and at least 5 years as a lead advisor, contributing to a culture of teamwork and personal growth while avoiding

Qualifications

• CFP required and 10+ years wealth management experience.
• At least 5 years as a lead advisor or senior-level advisory role.

Responsibilities

• Develop client relationships to provide comprehensive financial planning and asset management.
• Contribute to an ensemble practice with collaborative business development and client service.
• Deliver high-touch relationship management and strategic financial planning to clients.

Skills

Relationship management

Financial planning

Asset management

Education

CFP certification

Job description

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 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