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Senior UHNW Wealth Advisor | Hybrid Westport Office
Job in
Greenwich, Fairfield County, Connecticut, 06831, USA
Listed on 2026-07-14
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Leah Yosef International seeks an experienced wealth advisor to serve ultra-high net worth clients from the Westport office in a Hybrid schedule. The role is open due to succession planning as a retiring advisor and strong 30%+ year-over-year AUM growth.
You will advise on comprehensive wealth management, complex tax and estate planning strategies, and investment management, with opportunities to source business from 10 WAS and SAN branches.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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