Senior Wealth Manager - Succession Focused
Leah Yosef International · New York, New York, United States
FULL TIMEpermanent
Job Description
Senior Wealth Advisor Ultra High Net WorthInternal Succession Focused
Please ensure you read the below overview and requirements for this employment opportunity completely.
Overview Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid.
Independently owned, non-private equity backed RIA focused on internal succession Not a commissioned sales role ~ Collaborative, Ensemble Practice
Highlights Advise high net worth and ultra-high net worth families (5-50mm net worths) through providing strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis, and philanthropic advisoryOpportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annuallyCollegial, forward-thinking culture with xzbcwsv excellent benefits inclusive of full health insurance, 401k contribution opportunityExcellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent$250,000+ first year compensation package with a clear path towards equity participation
#1744
Please ensure you read the below overview and requirements for this employment opportunity completely.
Overview Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid.
Independently owned, non-private equity backed RIA focused on internal succession Not a commissioned sales role ~ Collaborative, Ensemble Practice
Highlights Advise high net worth and ultra-high net worth families (5-50mm net worths) through providing strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis, and philanthropic advisoryOpportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annuallyCollegial, forward-thinking culture with xzbcwsv excellent benefits inclusive of full health insurance, 401k contribution opportunityExcellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent$250,000+ first year compensation package with a clear path towards equity participation
#1744
Details
| Company | Leah Yosef International |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |