Senior Wealth Manager

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

Benefits offered by this job

Equity ownership path

Competitive compensation package

Strong marketing budget with warm lead

Job summary

Leah Yosef International in McLean, VA is seeking a Wealth Advisor to inherit relationships from three retiring advisors over the next 2-3 years, managing 200M+ AUM for high-net-worth clients.

You will deliver comprehensive wealth management, including financial planning, tax planning, estate planning and risk management, with a focus on executives, women entrepreneurs and liquidity-event planning. A strong marketing budget supports ongoing warm leads and growth toward an equity ownership track.

Qualifications

• Experience advising high net worth individuals and families.
• Strong knowledge of financial, tax, and estate planning workflows.
• Excellent communication and relationship-building skills.

Responsibilities

• Provide comprehensive wealth management including financial planning, tax planning, estate planning and risk management.
• Inherit relationships from retiring advisors over 2–3 years for ~200M+ AUM.
• Develop executives and entrepreneurs toward liquidity events with strategic guidance.

Skills

Wealth management

Financial planning

Risk management

Client relations

Education

CFP

CDFA

CEP

CEPA

Job description

Dynamic and fast growing Independent RIA seeks a Wealth Advisor to inherit relationships from 3 retiring advisors over the next 2-3 years (~200M+ AUM).

Highlights

• Provide comprehensive wealth management services inclusive of financial planning, tax planning, estate planning and risk management to a select group of high net worth individuals and families
• Strong expertise in advising executives, newly independent women, as well as entrepreneurs approaching liquidity events
• Extensive marketing budget that drives a continuous stream of warm leads and prospects
• $175,000 first year compensation package with potential to convert to revenue based payout over time. Clear track towards equity ownership

Requirements

• Advanced designations such as CFP, CDFA, CEP or CEPA strongly preferred