Lead Wealth Manager: Succession Planning HNW Clients
Listed on 2026-10-07
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Finance & Banking
Wealth Management
Location: City of Syracuse
Leah Yosef International in Rochester, New York is seeking a Lead Wealth Manager to manage complex client relationships as part of succession planning. The role involves advising clients on financial, estate, tax planning, and risk management.
Ideal candidates should have over 5 years of experience managing high-net-worth clients and hold advanced designations such as CFP, CPA, JD, or CFA. A $170,000+ first year compensation package is offered, alongside a supportive culture that emphasizes work/life balance.
This role, Lead Wealth Manager:
Succession Planning for HNW Clients at Leah Yosef International, could be your next career step.
As a Lead Wealth Manager:
Succession Planning for HNW Clients, you will play an important part at Leah Yosef International in City of Syracuse, NY, United States.
We invite applications for the Lead Wealth Manager:
Succession Planning for HNW Clients position located in City of Syracuse, NY, United States.
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