About this opportunity
Leah Yosef International lists this Senior Wealth Manager - Succession Focused opportunity in new york, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Wealth Advisor
Ultra High Net Worth
Internal Succession Focused
Please ensure you read the below overview and requirements for this employment opportunity completely.
Overview
Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid.
Independently owned, non-private equity backed RIA focused on internal succession Not a commissioned sales role ~ Collaborative, Ensemble Practice
Highlights
Advise high net worth and ultra-high net worth families (5-50mm net worths) through providing strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis, and philanthropic advisory
Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
Collegial, forward-thinking culture with xavwley excellent benefits inclusive of full health insurance, 401k contribution opportunity
Excellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent
$250,000+ first year compensation package with a clear path towards equity participation
#1744
Worksite address
new york, NY, 10259, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.