Wealth Advisor

Wilmington, DE, United States

Lead Wealth Advisor
Wilmington, DE


Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice.

  • Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance

  • Opportunity for career growth into higher level clientele (10M+) with excellent mentorship and training

  • Collegial office environment that thrives on collaboration and communication

  • Competitive compensation package including significant base salary, discretionary bonuses and strong career path



  • 2+ years of experience as the lead advisor

  • Advanced industry leading designations such as CFP, CPWA, CHFC, PFS, JD or CPA strongly preferred 


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.