Senior Wealth Advisor

Senior Wealth Advisor

2B+ Independent Wealth Management Firm
May 19, 2020
Philadelphia Region, United States


Senior Wealth Advisor

2B+ Independent Wealth Management Firm

Philadelphia Region


Multi-Billion Dollar Independent Wealth Management Firm in the Greater Philadelphia Region seeks a Senior Wealth Advisor to inherit a book of high net worth clientele from two retiring partners.
Advise high net worth clientele with regards to financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction, estate and wealth transfer planning, tax planning, and executive compensation plans

● Collaborative, team based culture with extensive financial planning and investment management support, an internal high net worth tax team, and high touch client service
● Partner with the internal colleagues and outside advisors to close and
onboard prospective clients
● Competitive base salary, profit and performance based bonuses, and
opportunity for partnership and near term equity ownership. Excellent


● Advanced designation such as CFP, CPA, JD or CFA required
● Strong technical planning skills for high net worth clientele
● Track record of sourcing new business from external channels

Drop files here browse files ...

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

Are you sure you want to delete this file?