Senior Wealth Manager - Succession Focused

Leah Yosef International; New York (NY); Hybrid; USD 250,000 - 350,000; Full time

Benefits offered by this job

Health insurance

401k plan

Job summary

Leah Yosef International in Westchester County, NY seeks a Senior Wealth Advisor to lead comprehensive wealth management and client retention in a hybrid setting.

The role focuses on strategic asset allocation, estate and tax planning, retirement planning, cash flow analysis, and philanthropic advisory for high net worth families, with a clear path toward equity participation and strong growth.

Qualifications

• Advising high net worth and ultra-high net worth families on comprehensive wealth strategies.
• Strategic asset allocation, estate and tax planning, and retirement planning.
• Cash flow analysis and philanthropic advisory to support client goals.

Responsibilities

• Provide holistic wealth management to HNW/UHNW clients in a collaborative practice.
• Develop and implement plans to enhance client retention and growth.
• Act as a thought leader within a fully independent RIA with equity participation potential.

Skills

Wealth management

Estate planning

Tax planning

Retirement planning

Philanthropic advisory

Job description

Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid.

Independently owned, non-private equity backed RIA focused on internal succession Not a commissioned sales role ~ Collaborative, Ensemble Practice

Highlights

• Advise high net worth and ultra-high net worth families (5-50mm net worths) through providing strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis, and philanthropic advisory
• Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
• Collegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunity
• Excellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent
• $250,000+ first year compensation package with a clear path towards equity participation