Senior Financial Advisor

Long Island , NY

Succession Planning, 300m AUM


Dynamic fast-growing 5B+ AUM RIA is seeking a Financial Advisor to play an integral role in the succession plan for a ~300M AUM Managing Director nearing retirement.


  • Serve as the lead advisor on a select group of high-net-worth clientele transitioning over time from the Managing Director who is still very much in growth mode
  • Continue to grow your book of business while being introduced to an extensive network of local referral sources and centers of influence
  • Team-based, forward-thinking, and planning-driven culture providing guidance to high net-worth families on sophisticated financial planning, investment, and insurance solutions
  • Named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row
  • Significant base compensation, long-term payouts in perpetuity, no cap on upside
  • Path towards equity partnership


  • Track record of successful business development with high net-worth clientele
  • CFP required (or ability to obtain CFP within 12 months of hire)

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.