Senior Wealth Manager
14 hours ago
Opportunity Overview
Leah Yosef International, a top-tier national registered investment advisor, is seeking a seasoned wealth advisor to manage high-net-worth client relationships and drive consistent growth.
This role offers a unique opportunity to join a fast-growing region of a leading RIA and leverage a robust operational and investment support system.
Key Responsibilities
- Provide comprehensive wealth management services, including tax and estate planning, financial planning, asset allocation, and investment management.
- Develop and maintain strong relationships with high-net-worth individuals and families, driving consistent AUM growth.
- Collaborate with a collegial team to leverage extensive operational, investment, and financial planning support.
- Enjoy a hybrid schedule with one day per week in the office and a clear path towards partnership and equity.
Requirements
- CFP certification and 7+ years of wealth management experience, including managing high-net-worth relationships.
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