#1937

Senior Wealth Advisor

Philadelphia, PA, United States

2B+ AUM Region

Overview

Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+ annual growth opportunities from custodial referral channels.  

Highlights

  • Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele
  • Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
  • $250,000k+ compensation package including above market revenue based payouts and clear track to partnership

Requirements

  • Solid high net worth tax background with the ability to field complex tax planning related questions with confidence

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.