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Private Wealth Advisor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-01
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Dynamic, fast growing Independent Multi Family Office / RIA is seeking a Senior Wealth Advisor to become the Lead Client Advisor on 300M+ AUM across 75+ households that are currently being managed by the founding partners.
Highlights- Serve as the Senior Wealth Advisor for a select number of high net worth client relationships with a strong focus on estate and tax planning.
- Design and present estate planning and tax planning strategies to ultra high net worth clientele across the firm (1B+ AUM, 25+ UHNW families)
- Opportunity to serve as an innovative thought leader at a firm with a consistent organic growth rate of over 15% annually
- Range of Pay $200,000+
- Collegial, forward-thinking culture with excellent benefits inclusive of full health insurance, 401k contribution opportunity
- Excellent opportunity for advancement at a fully independent RIA with a track record of retaining and promoting top talent
- Path towards equity participation
- JD or CPA strongly preferred
- Opportunity to join directly from a Law Firm or CPA firm, moving away from compliance and billable hours, into a Lead Advisor and planning focused role
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