What are the responsibilities and job description for the Senior Wealth Manager position at Leah Yosef International?
Senior Wealth Advisor
Midtown Manhattan
Boutique Wealth Advisory Firm
Firm Overview
Dynamic 600M 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 with new ideas
- Strong culture of teamwork, work life balance and personal and professional growth
- Deep commitment to socially responsible investing (ESG), integrated throughout the firm’s investment philosophy and client offerings
The Opportunity
- The Firm has a track record of retaining and developing talent; clear track towards partnership and equity
- 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
- $200,000 compensation package
Requirements
- CFP required as well as 10 years wealth management experience and 5 years lead advisor experience
#1739
Salary : $200,000