Senior Wealth Advisor
$150kLeah Yosef International
Wealth Advisor
Succession Planning Rochester, NY Overview Dynamic and fast growing National RIA seeks a Wealth Advisor to play a key role in succession planning by inheriting high net worth client relationships on a collegial, client focused 1B+ AUM region. The firm has a track record of retaining and quickly promoting top talent. Extensive opportunity for advancement. Highlights Advise high net worth client relationships, inclusive of multi-generational families, regarding comprehensive wealth management, complex tax and estate planning strategies and investment management The role is open due to succession planning for a retiring advisor as well as 10%+ organic growth Hybrid schedule First year compensation package in the $150,000+ range with a clear track towards significant career and economic growth Requirements 3+ years of wealth management experience 2153Vacancy posted 4 days ago
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