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Leah Yosef International · New York
Senior Wealth Advisor
Midtown Manhattan
Boutique Wealth Advisory Firm
Firm Overview
Dynamic 800M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.
Not a sales role; no portable book of business required
Forward thinking culture dedicated to challenging the status quo
Strong culture of teamwork, work life balance and personal and professional growth
Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
Opportunity to make an impact through high touch relationship management and financial planning expertise
$250,000+ compensation package
CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience
Truck Driver
Explore Logistics · Monahans, Texas
Details
| Company | Leah Yosef International |
| Location | New York |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $2,50,000 – $2,50,000 / yr |