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Wealth Manager
Boutique Wealth Advisory Firm
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Wealth Manager

Boutique Wealth Advisory Firm

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Details
Posted:
January 28, 2019
Location:
New York, New York
Salary:
NOT a commission sales role
Type:
Full Time - Experienced
Certification Requirement:
Required
Experience:
5+ years
Categories:
Financial Advisor, Financial Planner, Wealth Manager

Wealth Manager, Midtown Manhattan, Boutique Wealth Advisory Firm

Overview

  • Dynamic Boutique Wealth Advisory Firm seeks a Wealth Advisor who is passionate about client relationships to provide comprehensive financial planning and investment advice.
  • The Firm is growing rapidly through the acquisition of retiring advisors and is seeking a Lead Advisor to inherit client relationships
  • Opportunity to make an impact on the Firm by delivering an exceptional client experience, through high touch relationship management and financial planning expertise
  • Firm has a track record of retaining and developing talent
  • Strong culture of teamwork, work life balance and personal and professional growth 
  • NOT a commission sales role. NO book of business required.
 

NOTES:

Additional Salary Information: Competitive base salary plus profit and performance bonus
About Boutique Wealth Advisory Firm
https://il.linkedin.com/company/leah-yosef-international
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