Senior Vice President of Wealth Management - Leah Yosef International : Job Details

Well established Ultra High Net Worth Private Client Division seeks a Senior Wealth Advisor to build and grow a client base from external networking and extensive internal referral channels in NYC.

Overview

The Firm offers comprehensive financial, estate, tax and retirement planning for ultra high net worth individuals, foundations and endowments including many celebrities, entrepreneurs, and tech professionals.

Highlights

• Substantial internal flow of leads for new client acquisition
• Extremely low advisor attrition in a collegial and collaborative culture
• Access to a full suite of marketing, investment, administrative, compliance, and planning expertise (tax, wealth, estate, philanthropic)
• Compensation package amongst the best in the industry inclusive of:
• Starting guaranteed compensation in the $200,000 - $250,000 range
• Unlimited travel and entertainment budget
• Industry leading benefits and retirement program

Seniority level: Director

Employment type: Full-time

Job function: Finance, Business Development, and Accounting/Auditing

Industries: Investment Management, Financial Services, and Banking