Leah Yosef International is seeking a Senior Wealth Advisor to deepen client relationships, provide comprehensive financial planning and asset management within an ensemble practice focused on collaboration and high-touch service.
This is not a sales role; CFP certification and 10+ years in wealth management with at least 5 years leading advisory efforts are required. The position offers a substantial compensation package and a culture emphasizing work-life balance and professional growth.
#J-18808-LjbffrSenior Wealth Advisor - CFP, Lead Advisor in new york at Unknown Company
This position is listed as full time and onsite.