Senior Wealth Manager
$150kLeah Yosef International
Wealth Advisor
Succession Planning
Rochester, NY
All candidates should make sure to read the following job description and information carefully before applying.
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 xhyhwjd 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
2153
Vacancy posted 5 days ago
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