Wealth Manager - Succession Planning

Leah Yosef International; Philadelphia (Philadelphia County); On-site; USD 150,000 - 230,000; Full time

Job summary

Leah Yosef International in Greater Philadelphia seeks a Senior Wealth Advisor to join an established practice and execute a thoughtful, long-term succession plan. You will work closely with the founder to transition significant client relationships and contribute to ongoing growth.

This role offers an opportunity to become a key contributor and leader in expanding the office, with access to extensive planning resources to deliver best-in-class service to high net worth clients.

Qualifications

• 10+ years of wealth management experience managing relationships.
• Technical knowledge across financial planning, tax and estate planning, trusts, and multigenerational wealth management.
• Experience with high net worth and ultra high net worth clients desirable.

Responsibilities

• Transition significant client relationships under the founder's guidance.
• Becoming a key contributor and leader in the growth of the office.
• Help expand the practice throughout the Greater Philadelphia market through relationships and referrals.

Skills

Wealth management

Financial planning

Estate planning

Client relations

Job description

Succession Planning – Greater Philadelphia

Overview

Fast growing and dynamic national wealth management firm with 7B+ AUM seeks a Senior Wealth Advisor to join an established $300M+ practice in the Greater Philadelphia region. The advisor will work closely with the founder to transition significant client relationships as part of a thoughtful, long-term succession plan.

Opportunity to become a key contributor and leader in the continued growth of the office.

Highlights

• Join an established $300M+ practice serving high net worth and ultra high net worth clientele, including several multigenerational family relationships


• Work alongside the founder and gradually assume responsibility for significant client relationships through a deliberate succession process


• Access extensive planning capabilities inclusive of in-house tax planning and compliance, estate planning, financial planning, and investment resources to provide best-in-class service


• Help expand the practice throughout the Greater Philadelphia market through existing relationships, local centers of influence, referrals, and community involvement


• Employees are able and encouraged to invest in equity ownership in the firm

Requirements

• 10+ years of wealth management experience managing relationships


• Technical knowledge and experience across financial planning, tax and estate planning, trusts, and multigenerational wealth management