Senior Wealth Advisor: HNW/UHNW Leadership & Equity
Leah Yosef International
Leah Yosef International seeks a Senior Wealth Advisor for its Independent RIA to lead next-generation succession planning and join the leadership team, focusing on high-touch service and client base growth (average client 15M+ investable assets). You will manage relationships with high-net-worth individuals and families (10M-150M+ net worth), advising on estate, tax planning, wealth transfer, investments, asset allocation, business succession, philanthropic advisory, risk management, and Family #J-18808-Ljbffr Leah Yosef International
Vacancy posted 4 days ago
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