What are the responsibilities and job description for the Investment Strategist position at Leah Yosef International?
1B AUM RIA
Client Advisor / Investment Strategist
Westchester County, NY
Overview
Growing 1B AUM Wealth Management Firm is seeking a Senior Client Advisor to manage relationships and provide strategic investment and asset allocation advice for a select group of high-net-worth and ultra high net worth clientele.
Not a business development role, no portable book of business required
Highlights
- Provide high touch comprehensive wealth management services in a collaborative and collegial environment inclusive of strategic financial, estate and tax planning as well as family office services.
- Partner closely with the investment team and firm leadership to provide best in class investment advice, taking both tactical and strategic views of clients’ investments and closely monitoring their portfolio quality
- Collegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunity
- Path towards equity participation
Requirements
- Track record of successfully managing relationships with ultra high-net-worth clientele (10m level) with the ability to construct portfolios and advise on asset allocation
