Director Wealth Management - Leah Yosef International : Job Details

Well established, 3 Billion+ AUM Independent RIA in Midtown Manhattan seeks a Senior Wealth Advisor to focus on comprehensive wealth management and client retention.

Not a commissioned sales role ~ Collaborative, Ensemble Practice

Highlights

• Advise high net worth and ultra-high net worth families (5-50mm net worth's) through providing guidance on strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory
• Collaborative, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
• Long-term opportunity for ownership and equity

Requirements

• 10+ years wealth management experience and advanced designations such as CFP, JD, CPA or CFA

• Director

• Full-time

• Business Development, Accounting/Auditing, and Strategy/Planning

• Investment Management, Financial Services, and Law Practice