Leah Yosef International · 1 day ago
Vice President of Wealth Management
Rochester, New York Metropolitan Area
Full-time
Onsite
Director/Executive
$150K/yr - $250K/yrLeah Yosef International is a dynamic, fast-growing Independent RIA seeking a Senior Wealth Advisor to join the leadership team. The role focuses on providing high touch service and growing the client base over time.
Asset ManagementEmploymentRecruitingStaffing Agency
Responsibilities
Lead and manage relationships with high net worth and ultra-high net worth individuals and families advising on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory and risk management
Play an active role and be a valuable contributor to the firm’s Management Committee which oversees the operating functions of the firm
Qualification
Required
Experience as a Senior Wealth Advisor
Ability to lead and manage relationships with high net worth and ultra-high net worth individuals and families
Expertise in estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory and risk management
Experience contributing to a Management Committee overseeing operating functions of a firm
Track record of client service, retention and growth
Ability to exceed liquid (stock/bond) benchmark returns
Experience with co-investing opportunities and alternative investments
Benefits
Opportunity to acquire meaningful equity over time in a non-private equity backed, highly profitable Wealth Management Firm.
Co-investing opportunities with a strong alternative investments platform.
Company
Leah Yosef International
Leah Yosef International specializes in executive search for RIA and investment management services.
Founded in 2017
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jordana Feinberg
Chief Operating Officer
Company data provided by crunchbase