#1346

Lead Financial Advisor

Wilmington, DE

Inherit 50m+ AUM

Overview

Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit 100+ relationships from the retiring partner in an ensemble fee­-based practice.

  • Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
  • Opportunity to make an impact of the Firm through retention and growth of client base
  • Collegial office environment that thrives on collaboration and communication
  • Competitive compensation package including significant base salary, discretionary bonuses and strong career path

Requirements

  • 5+ years of experience as the lead advisor
  • Advanced industry-leading designations such as CFP, CPA, JD or CPA
  • Series 65

 



About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.