Senior Wealth Advisor

Wayne, PA

Wealth Advisor

Inherit 200m AUM


10B+ AUM Wealth Advisory Firm seeks a Senior Wealth Advisor to inherit a book of 100m+ AUM and 30+ households from the Managing Director.


  • Advise high net worth and ultra 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 with a strong culture of collaboration and entrepreneurship
  • Partner with the Managing Director or source new clientele and grow the client base
  • Retain and grow assets with significant next-generation wealth
  •  Collegial and inclusive office environment
  •  Competitive compensation package including base salary, discretionary bonuses and significant business development incentives


  • 10+ years of experience wealth management experience
  • CFA, CFP, CIMA or CWPA or other advanced industry related designation
  • Ability to advise clients with regards to constructing portfolios from individual securities and fixed-income positions

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.