Financial Planner

2 weeks ago

Juneau, Alaska, United States Leah Yosef International Full time
Unlock Your Potential as a Wealth Advisor

We are seeking a highly skilled and experienced Wealth Advisor to join our team at Leah Yosef International in Anchorage, Alaska.

About the Role

As a Wealth Advisor, you will be responsible for advising high net worth clients on comprehensive financial planning, including cash flow analysis, tax and estate planning, insurance, retirement planning, and investments.

Key Responsibilities

  • Develop and implement personalized financial plans for clients, taking into account their unique goals and objectives
  • Provide expert advice on asset allocation, estate planning, tax planning, and retirement planning
  • Collaborate with clients to identify and achieve their financial goals, including wealth accumulation and preservation
  • Stay up-to-date with industry trends and developments to ensure clients receive the best possible advice
  • Work closely with the founding partner to inherit high net worth client relationships and grow the business

Requirements

  • 3-15 years of experience as a lead advisor
  • CFP preferred

What We Offer

Competitive compensation package, including significant base salary, discretionary bonuses, and business development incentives, as well as excellent benefits and opportunities for advancement in a highly profitable and hyper-efficient Fee-Based Wealth Advisory Firm.

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