Senior Wealth Manager
$250kLeah Yosef International
Job Description
Senior Wealth Advisor
\nMidtown Manhattan
\nBoutique Wealth Advisory Firm
\n \nFirm Overview
\nDynamic 800M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.
\n \nNot a sales role; no portable book of business required
\n \n- \n
- Forward thinking culture dedicated to challenging the status quo \n
- Strong culture of teamwork, work life balance and personal and professional growth \n
- Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service \n
- Opportunity to make an impact through high touch relationship management and financial planning expertise \n
- $250,000+ compensation package \n
Requirements
\n- \n
- CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience \n
Vacancy posted 7 days ago
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