Senior Wealth Manager, CFP

Leah Yosef International; Wilmington (DE); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

Equity ownership track

Job summary

Leah Yosef International seeks a Lead Financial Advisor to inherit high net worth relationships as part of a long-term succession plan within an ensemble fee-based practice. You will advise an existing book on comprehensive wealth management, including financial planning, investment management, and tax planning, and lead educational workshops to drive organic growth. The firm offers in-house tax services.

Qualifications

• 3+ years of experience as a lead relationship manager.

Responsibilities

• Advise an existing book of high net worth clientele on comprehensive wealth management including financial planning, investment management and tax planning.
• Lead and support educational workshops and seminars for prospective clients to drive organic growth.
• Collaborate with colleagues to provide holistic service to the families served.

Skills

Relationship management

Financial planning

Tax planning

Wealth management

Job description

• Growing, Billion-dollar AUM, Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit high net worth relationships as part of long-term succession planning in an ensemble fee-based practice.
• Advise an existing book of high net worth clientele with regards to comprehensive wealth management, including financial planning, investment management, and tax planning.
• Lead and support educational workshops and seminars for prospective clients to help drive organic growth.
• Collegial office environment where advisors work together to provide robust, holistic service to the families they serve.
• The firm offers in-house tax services including tax preparation and sophisticated proactive tax planning.
• Competitive compensation package including significant base salary, discretionary bonuses and clear track to equity ownership.

Requirements

• 3+ years of experience as a lead relationship manager.