Wealth Advisor

New York, NY

3 B+ AUM Independent RIA

Manhattan, New York


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

Not a commissioned sales role ~ Collaborative, Ensemble Practice


  • Advise high net worth and ultra-high net worth families (5-50mm 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


  • 10+ years wealth management experience and advanced designations such as CFP, JD, CPA or CFA

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.