Senior Wealth Advisor
Midtown Manhattan
Boutique Wealth Advisory Firm
Firm Overview
Dynamic 800M+ AUM RIA seeks a Senior Wealth Advisor who is passionate about developing client relationships to provide comprehensive financial planning and asset management.
Not a sales role; no portable book of business required
- Forward thinking culture dedicated to challenging the status quo
- Strong culture of teamwork, work life balance and personal and professional growth
- Serve as a Senior Wealth Advisor in an ensemble practice with collaborative approach to business development and client service
- Opportunity to make an impact through high touch relationship management and financial planning expertise
- $250,000+ compensation package
Requirements
- CFP required as well as 10+ years wealth management experience and 5+ years lead advisor experience
Senior Wealth Manager in New York at Leah Yosef International
This position is listed as full time and onsite. It was posted 4 days ago.