Senior Wealth Manager

Leah Yosef International; New York (NY); On-site; USD 225,000 - 275,000; Full time

Job summary

Leah Yosef International in New York is seeking a Senior Wealth Advisor to strengthen client relationships, provide comprehensive financial planning and asset management. This is not a sales role, and no portable book of business is required.

You will work in an ensemble practice with a collaborative culture focused on work-life balance, personal and professional growth, and high-touch client service. Join a forward-thinking firm with a strong teamwork ethos and a compensation package of $250k+

Qualifications

• CFP certification is required.
• 10+ years wealth management experience.
• 5+ years lead advisor experience.

Responsibilities

• Provide high-touch relationship management and comprehensive financial planning.
• Lead advisory engagements within an ensemble practice with a collaborative approach to client service.
• Contribute to asset management strategies and financial planning across the client base.

Skills

Wealth management

Client 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