Director Wealth Management - Succession Planning

Leah Yosef International; Cleveland (OH); On-site; USD 150,000 - 300,000; Full time

Benefits offered by this job

Equity opportunity

Job summary

Leah Yosef International seeks a Senior Wealth Advisor for its Independent RIA to lead next-generation succession planning and join the leadership team, focusing on high-touch service and client base growth (average client 15M+ investable assets).

You will manage relationships with high-net-worth individuals and families (10M-150M+ net worth), advising on estate, tax planning, wealth transfer, investments, asset allocation, business succession, philanthropic advisory, risk management, and Family

Qualifications

• Lead relationships with high net worth clients and families.
• Experience advising on estate and tax planning, wealth transfer, and investments.

Responsibilities

• Lead and manage relationships with high net worth and ultra-high net worth individuals and families (10M-150M+ level net worths) advising on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory, risk management and other Family Office Services.
• Play an active role on the firm’s Management Committee overseeing operating functions.

Skills

Estate planning

Tax planning

Asset allocation

Business succession

Philanthropy advisory

Risk management

Family Office

High net worth client

Job description

Independent RIA seeks a Senior Wealth Advisor to solve for next generation succession planning and join the leadership team, with a focus on providing high touch service and growing the client base over time (Average client is 15M+ investable assets).

• Lead and manage relationships with high net worth and ultra-high net worth individuals and families (10M-150M+ level net worths) advising on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory, risk management and other Family Office Services.
• Play an active role and be a valuable contributor to the firm’s Management Committee which oversees the operating functions of the firm.
• Collaborative and forward thinking culture with an impressive track record of client service and retention, a robust support structure and professional management.
• Opportunity to acquire meaningful equity over time in a non-private equity backed, highly profitable Wealth Management Firm.

Requirements

• 15+ years of wealth management experience, leading client relationships with high net worth clientele