Senior Wealth Manager — High-Net-Worth Growth

Leah Yosef International; City of Rochester (NY); On-site; USD 135,000 - 165,000; Full time

Job summary

Leah Yosef International seeks a Wealth Advisor to inherit high net-worth client relationships in a 1B+ AUM region within a fast-growing National RIA. You will engage multi-generational families with comprehensive wealth strategies and investment oversight.

The role emphasizes succession planning and growth, with strong potential for career advancement. Initial compensation is competitive, reflecting the 150k+ first-year package and opportunities for substantial growth.

Qualifications

• 3+ years of wealth management experience.
• Experience handling high net worth clients and multi-generational families.

Responsibilities

• Advise high net worth client relationships on comprehensive wealth management, tax and estate planning, and investment management.
• Support succession planning by transferring client relationships within the team.
• Contribute to client retention and growth in a 1B+ AUM region.

Skills

Wealth management

Client relationship management

Estate planning

Tax planning

Job description

Leah Yosef International seeks a Wealth Advisor to inherit high net-worth client relationships in a 1B+ AUM region within a fast-growing National RIA. You will engage multi-generational families with comprehensive wealth strategies and investment oversight.

The role emphasizes succession planning and growth, with strong potential for career advancement. Initial compensation is competitive, reflecting the 150k+ first-year package and opportunities for substantial growth.