Senior Wealth Manager - Succession Focused
$250kFull-time
Leah Yosef International
Senior Wealth Advisor
Ultra High Net Worth
Internal Succession Focused
Overview
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
#1744
Vacancy posted 1 day ago
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