#2109

Senior Wealth Advisor

Fairfield, CT, United States

Succession Planning

Overview

National Multi-Family Office seeks a Senior Wealth Advisor, CFP to manage high net worth client relationships.

Not a commissioned sales role; no portable book of business required.

Highlights

  • Advise high net worth client relationships, inclusive of multi-generational families, regarding comprehensive wealth management, complex tax and estate planning strategies and investment management
  • Opportunity to source business from 10 WAS and SAN branches
  • The role is open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth
  • Hybrid schedule, based out of the Westport Office 
  • Compensation package in the $200k+ range

Requirements

  • 7+ years of wealth management experience advising ultra-high net worth clientele
  • CFP Required


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.