Senior Wealth Manager

Leah Yosef International; Atlanta (GA); On-site; USD 162,000 - 198,000; Full time

Job summary

Leah Yosef International, a national independent RIA based in Atlanta, seeks a Senior Wealth Advisor to lead relationships with high net worth clients and deliver personalized, planning-based guidance. The successful candidate will provide comprehensive planning across financial planning, investment strategy, tax planning, and estate considerations, supported by a dedicated wealth team.

This role offers a strong first-year cash compensation of $175,000+, with potential revenue sharing and equity

Qualifications

• CFP certification required.
• Minimum 5+ years of wealth management experience.
• Experience serving high net worth clients.

Responsibilities

• Lead relationships with high net worth clients and provide tailored, planning-based advice.
• Deliver comprehensive planning across financial planning, investments, tax, and estate planning.
• Collaborate with investment, tax, and estate planning teams to coordinate service.
• Grow a meaningful long-term client base while focusing on client relationships.

Skills

Wealth management

Relationship building

CFP

Education

CFP Certification

Job description

National independent RIA seeks a Senior Wealth Advisor to join its Atlanta office. The advisor will lead relationships with high net worth clients and deliver personalized, planning-based advice.

Highlights

• Serve as the Lead Wealth Advisor to high net worth families, executives, entrepreneurs, and business owners.
• Deliver 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 remaining focused on advising and deepening client relationships
• $175,000+ first year cash compensation with a track towards meaningful revenue shares and equity participation

Requirements

• CFP and 5+ years of wealth management experience as a Wealth Manager