Leah Yosef International
Overview
Dynamic, fast growing 1B+ AUM Independent RIA is seeking a Senior Wealth Advisor to manage 10-20 internationally based ultra high net worth client relationships (50M+ level clientele), partnering directly with the founder in an ensemble practice. Responsibilities
Manage all aspects of ultra-high net worth client relationships with a focus on complex cross-border estate, and estate and tax planning strategies. Work with the Internal Investment Team and Operations support to develop and deliver best-in-class financial planning, investment planning, and client services in a fast-paced, collegial culture. Support compensation and career progression discussions as part of the client service process. Requirements
Experience designing and presenting estate and/or tax planning for ultra-high net worth individuals within a Law Firm, Trust Company, Accounting Firm, or Ultra High Net Worth focused RIA/Multi-Family Office. Additional information
Seniority level: Director Employment type: Full-time Job function: Finance, Business Development, and Strategy/Planning Industries: Financial Services, Law Practice, and Accounting
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Dynamic, fast growing 1B+ AUM Independent RIA is seeking a Senior Wealth Advisor to manage 10-20 internationally based ultra high net worth client relationships (50M+ level clientele), partnering directly with the founder in an ensemble practice. Responsibilities
Manage all aspects of ultra-high net worth client relationships with a focus on complex cross-border estate, and estate and tax planning strategies. Work with the Internal Investment Team and Operations support to develop and deliver best-in-class financial planning, investment planning, and client services in a fast-paced, collegial culture. Support compensation and career progression discussions as part of the client service process. Requirements
Experience designing and presenting estate and/or tax planning for ultra-high net worth individuals within a Law Firm, Trust Company, Accounting Firm, or Ultra High Net Worth focused RIA/Multi-Family Office. Additional information
Seniority level: Director Employment type: Full-time Job function: Finance, Business Development, and Strategy/Planning Industries: Financial Services, Law Practice, and Accounting
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