Leah Yosef International
Wealth Advisor - Single Family Office
Leah Yosef International, Lansing, Michigan, United States
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. Responsibilities
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. Compensation: $150,000+ package Requirements
5+ years wealth management experience inclusive of lead advisor experience with ultra high net worth clientele Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Business Development, and Accounting/Auditing Industries
Financial Services, Investment Management, and Investment Advice
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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. Responsibilities
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. Compensation: $150,000+ package Requirements
5+ years wealth management experience inclusive of lead advisor experience with ultra high net worth clientele Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance, Business Development, and Accounting/Auditing Industries
Financial Services, Investment Management, and Investment Advice
#J-18808-Ljbffr