Senior Wealth Manager - Succession Focused

Posted 3 days ago

leah yosef internationalNew York (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$250,000

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About the role

Senior Wealth Advisor Ultra High Net WorthInternal Succession Focused Overview Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Westchester County, Hybrid. Independently owned, non-private equity backed RIA focused on internal succession Not a commissioned sales role ~ Collaborative, Ensemble PracticeHighlights Advise high net worth and ultra-high net worth families (5-50mm net worths) through providing strategic asset allocation, estate, tax and financial planning, retirement planning, cash flow analysis, and philanthropic advisoryOpportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annuallyCollegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunityExcellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent$250,000+ first year compensation package with a clear path towards equity participation#1744

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