Senior Wealth Manager

Leah Yosef International; Chicago (IL); On-site; USD 150,000 - 400,000; Full time

Benefits offered by this job

Competitive compensation package

High earning potential

Job summary

Leah Yosef International in Chicago seeks a Senior Wealth Manager to advise clients on comprehensive wealth management, tax planning, estate planning, and retirement strategies. You will manage investments, asset allocation, and cash flow analysis for high-net-worth clients.

The role requires a track record of 10+ years with affluent clients; CFP strongly preferred. Excellent sourcing and relationship-building support are provided in a fast-growing, collaborative environment.

Qualifications

• CFP strongly preferred.
• 10+ years experience leading relationships with high-net-worth clientele.

Responsibilities

• Advise clients on comprehensive wealth management including tax and estate planning.
• Develop financial plans and retirement strategies based on client goals.
• Oversee asset allocation, cash flow analysis, and ongoing investment management.

Skills

Relationship management

Wealth management

Financial planning

Asset allocation

Retirement planning

Education

CFP certification preferred

Job description

Chicago, IL

Overview

Dynamic, fast-growing 14B+ Independent RIA is seekinga Senior Wealth Manager in Sarasota to advise clients with regards to comprehensive wealth management, including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.

Highlights

• The Firm has been growing consistently 30%+ year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
• Build upon the Firm’s extensive success using well-proven firm-provided referrals to source and manage relationships with high-net-worth clientele
• Compensationparameters: $150,000+ package,clear track to $400,000+

Requirements

• CFP strongly preferred
• 10+ years experience leading relationships with high-net-worth clientele