#2047

Senior Wealth Advisor

Saratoga Springs, NY, United States

CPA Referral Channel

Saratoga Springs, NY

Overview

Fast growing and dynamic Multi-Billion AUM Fee-Only RIA serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor to manage relationships sourced from a newly purchased CPA firm. Additional opportunity to inherit assets from retiring advisors who have sold their practice to the RIA.

Clear track to equity partnership

 Highlights

  • The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
  • Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
  • Collaborative, collegial culture offering full benefits and a hybrid culture
  • $175,000+ first year compensation package

 

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.