Private Wealth Advisor Job at Leah Yosef International, New York, NY

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  • Leah Yosef International
  • New York, NY

Job Description

4B+ AUM RIA

Manhattan, New York

Overview

Independent 4B+ AUM RIA seeks a Wealth Planner to collaborate with firm leadership and its wealth advisors in providing comprehensive wealth and investment management services.

The firm services serving high net worth and ultra-high net worth families (2-50mm net worth’s) with regards to strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory.

Highlights

  • Serve as the support advisor and financial planner for a sophisticated client base, with a clear track to advance to a Wealth Advisor.

  • Excellent opportunity for career development, mentorship and training. CFP, JD, LLM, CPA are all highly valued.

  • Not a commissioned sales role. No portable book required.

  • Collaborative, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management. Hybrid work environment.

  • Competitive compensation package including significant base salary, bonuses and excellent benefits. Clear track to ownership and equity

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