#1744

Senior Wealth Advisor

Westchester, NY, United States

Senior Wealth Advisor

Ultra High Net Worth

Internal Succession Focused

 

Overview

Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid.


Independently owned, non-private equity backed RIA focused on internal succession

Not a commissioned sales role ~ Collaborative, Ensemble Practice

 

Highlights

  • Advise high net worth and ultra-high net worth families (5-50mm net worths) through providing strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis, and philanthropic advisory
  • Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
  • Collegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunity
  • Excellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent
  • $250,000+ first year compensation package with a clear path towards equity participation


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.