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-Ljbffr
Senior UHNW Wealth Advisor | Hybrid Westport Office • Hartford, CT, United States
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