Senior Wealth Advisor - UHNW, Hybrid, Equity Path
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Leah Yosef International in Westchester County, NY seeks a Senior Wealth Advisor to lead comprehensive wealth management and client retention in a hybrid setting.
The role focuses on strategic asset allocation, estate and tax planning, retirement planning, cash flow analysis, and philanthropic advisory for high net worth families, with a clear path toward equity participation and strong growth.
This role is for the Senior Wealth Advisor - UHNW, Hybrid, Equity Path role at Leah Yosef International.
Join us at Leah Yosef International as our next Senior Wealth Advisor - UHNW, Hybrid, Equity Path in New York, NY, United States.
We are currently recruiting a Senior Wealth Advisor - UHNW, Hybrid, Equity Path for our team in New York, NY, United States.
This is a great opportunity to take on the Senior Wealth Advisor - UHNW, Hybrid, Equity Path role at Leah Yosef International.
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