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    Senior Wealth Manager - New York, United States - Leah Yosef International

    Leah Yosef International
    Leah Yosef International New York, United States

    4 weeks ago

    Default job background
    Description

    Succession Planning, 300m AUM

    Suffolk County, Long Island

    Overview

    Dynamic fast growing 5B+ AUM RIA is seeking a Financial Advisor to play an integral role in the succession plan for a ~300M AUM Managing Director nearing retirement.

    Highlights

    • Serve as the lead advisor on a select group of high-net-worth clientele transitioning over time from the Managing Director who is still very much in growth mode
    • Continue to grow your book of business while being introduced to an extensive network of local referral sources and centers of influence
    • Team-based, forward-thinking and planning-driven culture providing guidance to high net-worth families on sophisticated financial planning, investment and insurance solutions
    • Named a Best Place to Work by Investment News and Inc. Magazine multiple years in a row
    • Significant base compensation, long-term payouts in perpetuity, no cap on upside
    • Path towards equity partnership

    Requirements

    • Track record of successful business development with high net-worth clientele
    • CFP required (or ability to obtain CFP within 12 months of hire)
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