Senior Wealth Manager

Leah Yosef International; Atlanta (GA); On-site; USD 158,000 - 193,000; Full time

Job summary

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.

Qualifications

• 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.

Skills

Wealth management

Financial planning

Client relationships

Education

CFP certification

5+ years wealth management experience

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