Leah Yosef International
Wealth Advisor - Single Family Office (Michigan)
Leah Yosef International, Michigantown, Indiana, United States, 46057
Wealth Advisor
Single Family Office
Midwest
Overview A prestigious, Single-Family Office based in the Midwest is seeking a Senior Wealth Advisor for a select number of ultra high net worth families to oversee the full suite of wealth management, investment advisory, and lifestyle management services for several households providing high-touch day-to-day support on all aspects of personal and business wealth.
Serve as a trusted advisor across investment, estate, tax, philanthropic, and lifestyle matters in a collaborative, high-integrity environment.
Act as the central point of communication, liaising between in-house teams and external professionals to ensure execution of all services
Promote operational excellence by identifying opportunities to enhance efficiency and client experience
$150,000+ compensation package
Requirements 5+ years wealth management experience inclusive of lead advisor experience with ultra high net worth clientele
Overview A prestigious, Single-Family Office based in the Midwest is seeking a Senior Wealth Advisor for a select number of ultra high net worth families to oversee the full suite of wealth management, investment advisory, and lifestyle management services for several households providing high-touch day-to-day support on all aspects of personal and business wealth.
Serve as a trusted advisor across investment, estate, tax, philanthropic, and lifestyle matters in a collaborative, high-integrity environment.
Act as the central point of communication, liaising between in-house teams and external professionals to ensure execution of all services
Promote operational excellence by identifying opportunities to enhance efficiency and client experience
$150,000+ compensation package
Requirements 5+ years wealth management experience inclusive of lead advisor experience with ultra high net worth clientele