Leah Yosef International

Senior Wealth Advisor

Leah Yosef International  •  Philadelphia, PA (Onsite)  •  14 hours ago
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Job Description

2B+ AUM Region


Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+ annual growth opportunities from custodial referral channels.

Highlights

  • Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele
  • Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
  • $250,000k+ compensation package including above market revenue based payouts and clear track to partnership

Requirements

  • Solid high net worth tax background with the ability to field complex tax planning related questions with confidence
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
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