Leah Yosef International

Lead Financial Advisor

Leah Yosef International  •  Wilmington, DE (Onsite)  •  9 hours ago
Apply
Save Job
Mark Applied Mark Interviewed Mark Offered
Hide Job Report Job
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Inherit 50m+ AUM

Wilmington, DE


Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit 100+ relationships from the retiring partner 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 to make an impact of the Firm through retention and growth of client base
  • Collegial office environment that thrives on collaboration and communicatio
  • Competitive compensation package including significant base salary, discretionary bonuses and strong career path


Requirements

  • 5+ years of experience as the lead advisor
  • Advanced industry leading designations such as CFP, CPA, JD or CPA
  • Series 65
Leah Yosef International

About Leah Yosef International

Private Wealth & Investment Management Executive Search

Our mission is to partner with client-centric fiduciaries to grow their businesses through an efficient on-boarding process which produces long-term retention of motivated and talented professionals.

Leah Yosef International, Inc. is a proud member of the Sanford Rose Associates® network of offices and is recognized as a Top 10 Retained Executive Search Firm in the US/Americas.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
Long Beach, New York
Year Founded
2017
Website
leahyosef.com
Social Media