Leah Yosef International
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.
Highlights
Manage all aspects of ultra-high net worth client relationships with a focus on complex cross‑border estate, complex estate and tax planning strategies
Work in tandem with the Internal Investment Team and Operations support team to develop and deliver best‑in‑class financial planning advice, investment planning, and client services in a fast‑paced, collegial culture
350,000+ Compensation package
Clear track to equity after year one
Requirements
Experience designing and presenting estate and/or tax planning for ultra‑high net worth within a Law Firm, Trust Company, Accounting Firm, or Ultra High Net Worth focused RIA/Multi‑Family Office
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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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.
Highlights
Manage all aspects of ultra-high net worth client relationships with a focus on complex cross‑border estate, complex estate and tax planning strategies
Work in tandem with the Internal Investment Team and Operations support team to develop and deliver best‑in‑class financial planning advice, investment planning, and client services in a fast‑paced, collegial culture
350,000+ Compensation package
Clear track to equity after year one
Requirements
Experience designing and presenting estate and/or tax planning for ultra‑high net worth within a Law Firm, Trust Company, Accounting Firm, or Ultra High Net Worth focused RIA/Multi‑Family Office
Seniority level:
Director
Employment type:
Full-time
Job function:
Finance, Business Development, and Strategy/Planning
Industries:
Financial Services, Law Practice, and Accounting
#J-18808-Ljbffr