This job is closed
Applications are no longer available for this announcement. Explore current related opportunities below.
Job description
Leah Yosef International is seeking a Senior Wealth Advisor to solve for next generation succession planning and join the leadership team, with a focus on providing high touch service and growing the client base over time (Average client is 15M+ investable assets).
The role leads relationships with high net worth clients (10M-150M+ net worth) covering estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory and risk management,
#J-18808-Ljbffr
Worksite address
cleveland, OH, 44101, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.