Lead Wealth Advisor Inherit 100+ HNW Relationships
Leah Yosef International
Wilmington, DE
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JOB DETAILS
SKILLS
Cash Flow Projection, Customer Relations, Customer Retention/Renewal, Estate Planning, Finance, Financial Planning, High Net Worth, Tax Planning
LOCATION
Wilmington, DE
POSTED
Today
Leah Yosef International in Wilmington, Delaware seeks a Lead Financial Advisor to inherit 100+ relationships from a retiring partner in an ensemble fee-based practice. You will advise high-net-worth clients on comprehensive wealth planning, investments, cash flow analysis, tax and estate planning, and behavioral finance, with a strong focus on client retention and growth.The office offers a collegial environment, a competitive compensation package with a significant base salary and#J-18808-Ljbffr