What are the responsibilities and job description for the Director Wealth Management position at Leah Yosef International?
3 B AUM Independent RIA
Manhattan, New York
Overview
Well established, 3 Billion AUM Independent RIA in Midtown Manhattan seeks a Senior Wealth Advisor to focus on comprehensive wealth management and client retention.
Not a commissioned sales role ~ Collaborative, Ensemble Practice
Highlights
- Advise high net worth and ultra-high net worth families (5-50mm net worth’s) through providing guidance on strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis and philanthropic advisory
- Collaborative, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
- Long-term opportunity for ownership and equity
Requirements
- 10 years wealth management experience and advanced designations such as CFP, JD, CPA or CFA
Salary : $250,000 - $350,000
