Leah Yosef International seeks a Senior Wealth Advisor in New York, NY to cultivate deep client relationships and deliver comprehensive financial planning and asset management. This role emphasizes high-touch service within an ensemble practice that collaborates on business development and client service.
The ideal candidate holds CFP certification with 10+ years in wealth management and at least 5 years as a lead advisor, contributing to a culture of teamwork and personal growth while avoiding
#J-18808-LjbffrSenior Wealth Advisor: ESG & High-Touch Financial Planning in new york at Unknown Company
This position is listed as full time and onsite.