#1739

Senior Wealth Advisor

New York, NY, United States

Midtown Manhattan

Boutique Wealth Advisory Firm

Firm Overview

Dynamic 600M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.

Not a sales role; no portable book of business required

  • Forward thinking culture dedicated to challenging the status quo with new ideas
  • Strong culture of teamwork, work life balance and personal and professional growth
  • Deep commitment to socially responsible investing (ESG), integrated throughout the firm’s investment philosophy and client offerings

The Opportunity

  • The Firm has a track record of retaining and developing talent; clear track towards partnership and equity
  • Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
  • Opportunity to make an impact through high touch relationship management and financial planning expertise
  • $200,000+ compensation package

Requirements

  • CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience

 

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.