Senior Wealth Manager

Leah Yosef International; Seattle (WA); On-site; USD 250,000 - 500,000; Full time

Job summary

Leah Yosef International in Seattle is seeking a VP Advisor to join its National RIA. You will serve high net worth clients while expanding the practice through firm-generated business development opportunities.

No portable book is required. You will lead wealth advisory efforts, coordinating tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management for a sophisticated client base.

Qualifications

• 5-10 years of wealth management experience
• Demonstrated business development experience

Responsibilities

• Lead Wealth Advisor to high net worth clientele
• Advise clients on comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
• Grow the practice through custodial referral channels and other firm-generated business development opportunities
• Join a growth and performance-oriented environment with significant opportunity to build a long-term client base

Skills

Wealth management

Business development

Job description

National RIA seeks a VP Advisor to join its Seattle office. The advisor will serve high net worth clients while continuing to grow the practice through firm-generated business development opportunities.

No Portable Book Required

Highlights

• Serve as the Lead Wealth Advisor to high net worth clientele
• 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
• Opportunity to grow the practice through custodial referral channels and other firm-generated business development opportunities
• Join a growth and performance-oriented environment with significant opportunity to build a long-term client base

Requirements

• 5-10 years of wealth management experience
• Demonstrated business development experience