17 Mar Senior Wealth Advisor
Senior Wealth Advisor
Fee-Only Wealth Management Firm
Greater Philadelphia Region
Fast growing and dynamic Fee-Only Wealth Management Firm seeks a Senior Wealth Advisor in the Philadelphia Region to manage relationships with high net worth clientele. Not a Business Development role. No portable book required.
- Advise clientele with regards to tax planning, financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction and estate and wealth transfer planning.
- Collaborative culture the leads with financial planning, offering an
outsourced, high-touch family office style to high net worth clientele
- Competitive base salary, profit and performance-based bonuses, and opportunity for equity ownership via a clear succession plan already in place
- Strong technical planning skills required including
○ The ability to read and interpret tax returns
Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation