Senior Wealth Manager
Full-time
Leah Yosef International
Senior Wealth Advisor
Seattle, WA
Overview
National RIA seeks a VP Advisor to join its Seattle office. The advisor will serve high net worth clients while continuing to grow the practice through firm-generated business development opportunities.
No Portable Book Required
Highlights
- Serve as the Lead Wealth Advisor to high net worth clientele
- Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
- Opportunity to grow the practice through custodial referral channels and other firm-generated business development opportunities
- Join a growth and performance-oriented environment with significant opportunity to build a long-term client base
Requirements
- 5-10 years of wealth management experience
- CFP designation
- Demonstrated business development experience
2170
Vacancy posted 14 hours ago
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