#2153

Wealth Advisor

Rochester, NY, United States

Wealth Advisor

Succession Planning

Rochester, NY

Overview

Dynamic and fast growing National RIA seeks a Wealth Advisor to play a key role in succession planning by inheriting high net worth client relationships on a collegial, client focused 1B+ AUM region.


The firm has a track record of retaining and quickly promoting top talent.

Extensive opportunity for advancement.

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
  • The role is open due to succession planning for a retiring advisor as well as 10%+ organic growth
  • Hybrid schedule  
  • First year compensation package in the $150,000+ range with a clear track towards significant career and economic growth

Requirements

  • 3+ years of wealth management experience




 

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.