Senior Financial Advisor
Leah Yosef International
Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit 100+ relationships from the retiring partner in an ensemble fee‑based practice. Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance Opportunity to make an impact of the Firm through retention and growth of client base Collegial office environment that thrives on collaboration and communication Competitive compensation package including significant base salary, discretionary bonuses and strong career path Requirements 5+ years of experience as the lead advisor Advanced industry leading designations such as CFP, CPA, JD or CPA #J-18808-Ljbffr
Vacancy posted 4 days ago
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