#1697

Wealth Planner

New York, NY, United States

4B+ AUM RIA

Overview

Independent 4B+ AUM RIA seeks a Wealth Planner to collaborate with firm leadership and its wealth advisors in providing comprehensive wealth and investment management services.

The firm services serving high net worth and ultra-high net worth families (2-50mm net worth’s) with regards to strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory.

Highlights

  • Serve as the support advisor and financial planner for a sophisticated client base, with a clear track to advance to a Wealth Advisor.
  • Excellent opportunity for career development, mentorship and training. CFP, JD, LLM, CPA are all highly valued.
  •  Not a commissioned sales role. No portable book required.
  • Collaborative, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management. Hybrid work environment.
  • Competitive compensation package including significant base salary, bonuses and excellent benefits. Clear track to ownership and equity


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.