Leah Yosef International
Director Wealth Management
Leah Yosef International - New York
Work at Leah Yosef International
Overview
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Overview
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 Seniority level
Director Employment type
Full-time Job function
Business Development, Accounting/Auditing, and Strategy/Planning Industries
Investment Management, Financial Services, and Law Practice
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Director Employment type
Full-time Job function
Business Development, Accounting/Auditing, and Strategy/Planning Industries
Investment Management, Financial Services, and Law Practice
#J-18808-Ljbffr