What are the responsibilities and job description for the Senior Wealth Advisor position at Leah Yosef International?
Senior Wealth Advisor
Midtown Manhattan
Boutique Wealth Advisory Firm
Firm Overview
Dynamic 800M AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.
Not a sales role; no portable book of business required
- Forward thinking culture dedicated to challenging the status quo
- Strong culture of teamwork, work life balance and personal and professional growth
- Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
- Opportunity to make an impact through high touch relationship management and financial planning expertise
- $250,000 compensation package
Requirements
- CFP required as well as 10 years wealth management experience and 5 years lead advisor experience
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Salary : $250,000