Senior Wealth Advisor

Senior Wealth Advisor

Senior Wealth Advisor
3 Billion+ AUM Independent RIA
March 7, 2022
Midtown Manhattan, NY


Well established, 3 Billion+ AUM Independent RIA in Midtown Manhattan seeks a
Senior Wealth Advisor to focus on comprehensive wealth management and client

  • Not a commissioned sales role
  • No portable book of business required
  • Advise high net worth and ultra-high net worth families (2-50mm net
    worth’s) through providing guidance on strategic asset allocation, estate, tax
    and financial planning, retirement planning, cash flow analysis and
    philanthropic advisory
  • Collaborative, forward thinking and planning driven culture with an
    impressive track record of growth, supported by a robust client service team
    and professional management
  • Long-term opportunity for ownership and equity
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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

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