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

Description

Succession Planning, 300m AUMSuffolk County, Long IslandOverviewDynamic 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.

HighlightsServe 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 modeContinue to grow your book of business while being introduced to an extensive network of local referral sources and centers of influenceTeam-based, forward-thinking and planning-driven culture providing guidance to high net-worth families on sophisticated financial planning, investment and insurance solutionsNamed a Best Place to Work by Investment News and Inc.

Magazine multiple years in a rowSignificant base compensation, long-term payouts in perpetuity, no cap on upsidePath towards equity partnershipRequirementsTrack record of successful business development with high net-worth clienteleCFP required (or ability to obtain CFP within 12 months of hire)#J-18808-Ljbffr