Senior Wealth Manager, CFP

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

Job summary

Leah Yosef International in Wilmington, DE is seeking a Lead Financial Advisor to inherit and manage a high net worth client book as part of succession planning within an ensemble fee-based practice.

In this role you will provide comprehensive wealth management including financial planning, investment management, and tax planning, while leading educational workshops to drive organic growth and collaborating with colleagues to deliver holistic service.

Qualifications

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

Responsibilities

• Lead the management of a high net worth client book with comprehensive wealth services.
• Present and lead educational workshops to attract prospective clients.
• Collaborate with advisors to deliver holistic family wealth service.

Skills

Wealth management

Financial planning

Investment management

Tax planning

High net worth

Client relationship 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.