What are the responsibilities and job description for the Private Wealth Advisor position at Leah Yosef International?
Senior Wealth Advisor
Succession Planning, 1B AUM RIA
Westchester County, NY
Overview
Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to become the Lead Client Advisor on 300M AUM across 75 households that are currently being managed by the founding partners.
Highlights
- Serve as the Senior Wealth Advisor for a select number of high net worth client relationships with a strong focus on estate and tax planning.
- Design and present estate planning and tax planning strategies to ultra high net worth clientele across the firm (1B AUM, 25 UHNW families)
- Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
- Range of Pay $200,000
- Collegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunity
- Excellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent
- Path towards equity participation
Requirements
- JD or CPA strongly preferred
- Opportunity to join directly from a Law Firm or CPA firm, moving away from compliance and billable hours, into a Lead Advisor and planning focused role
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Salary : $200,000