Leah Yosef International · 1 week ago
Senior Vice President of Wealth Management
Greater Philadelphia
Full-time
Onsite
Mid, Senior Level
2+ years expLeah Yosef International is an Independent Wealth Advisory Firm seeking a Lead Financial Advisor to manage relationships as part of succession planning for a retiring partner. The role involves advising high net worth clientele on comprehensive wealth planning and investment management.
Asset ManagementEmploymentRecruitingStaffing Agency
Responsibilities
Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance
Opportunity for career growth into higher level clientele (10M+) with excellent mentorship and training
Collegial office environment that thrives on collaboration and communication
Competitive compensation package including significant base salary, discretionary bonuses and strong career path
Qualification
Required
2+ years of experience as the lead advisor
Preferred
Advanced industry leading designations such as CFP, CPWA, CHFC, PFS, JD or CPA strongly preferred
Benefits
Competitive compensation package including significant base salary
Discretionary bonuses
Strong career path
Company
Leah Yosef International
Leah Yosef International specializes in executive search for RIA and investment management services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jordana Feinberg
Chief Operating Officer
Company data provided by crunchbase