Senior Wealth Manager
Leah Yosef International
Job Description
Senior Wealth Advisor
\nSeattle, WA
\n \nOverview
\nNational 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.
\n \nNo Portable Book Required
\n \nHighlights
\n- \n
- Serve as the Lead Wealth Advisor to high net worth clientele \n
- 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 \n
- Opportunity to grow the practice through custodial referral channels and other firm-generated business development opportunities \n
- Join a growth and performance-oriented environment with significant opportunity to build a long-term client base \n
Requirements
\n- \n
- 5-10 years of wealth management experience \n
- CFP designation \n
- Demonstrated business development experience \n
2170
Vacancy posted 2 days ago
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