What are the responsibilities and job description for the Senior Vice President of Wealth Management position at Leah Yosef International?
Senior Wealth Advisor
Ultra High Net Worth
Internal Succession Focused
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 advisory
- Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
- 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
- $250,000 first year compensation package with a clear path towards equity participation
#1744
Salary : $250,000