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Senior Wealth Manager, CFP
Job in
Wilmington, New Castle County, Delaware, 19894, USA
Listed on 2026-10-06
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-10-06
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
- Growing, Billion-dollar AUM, Independent Wealth Advisory Firm seeks a Lead Financial Advisor to inherit high net worth relationships as part of long-term succession planning in an ensemble fee-based practice.
- Advise an existing book of high net worth clientele with regards to comprehensive wealth management, including financial planning, investment management, and tax planning.
- Lead and support educational workshops and seminars for prospective clients to help drive organic growth.
- Collegial office environment where advisors work together to provide robust, holistic service to the families they serve.
- The firm offers in-house tax services including tax preparation and sophisticated proactive tax planning.
- Competitive compensation package including significant base salary, discretionary bonuses and clear track to equity ownership.
- 3+ years of experience as a lead relationship manager.
As a Senior Wealth Manager, CFP, you will play an important part at Leah Yosef International in Wilmington, DE, United States.
Position Requirements
10+ Years
work experience
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