Senior UHNW Wealth Advisor – Inherit $100M+ Client Book

Leah Yosef International; Miami, Fort Lauderdale (FL, FL); On-site; USD 250,000 - 400,000; Full time

Job summary

Leah Yosef International in Southeast Florida seeks a Senior Wealth Advisor to manage 100M+ level client relationships within a partner-led team, focusing on succession planning for a founding partner and autonomy in portfolio construction.

The role involves serving UHNW families with global investment activities, expanding the firm's UHNW platform, and delivering bespoke investment strategies with a high degree of discretion.

Qualifications

• 10M+ level investable relationships experience.
• 7+ years in investment management across asset classes.
• Collaborative, team-oriented mindset with strong interpersonal skills.

Responsibilities

• Serve as Senior Wealth Advisor to domestic and international UHNW families.
• Own portfolio construction and client communications with autonomy.
• Support succession planning for a founding partner and growth of the client book.

Skills

UHNW client-facing experience

Investment management experience

Interpersonal skills

Job description

Leah Yosef International in Southeast Florida seeks a Senior Wealth Advisor to manage 100M+ level client relationships within a partner-led team, focusing on succession planning for a founding partner and autonomy in portfolio construction.

The role involves serving UHNW families with global investment activities, expanding the firm's UHNW platform, and delivering bespoke investment strategies with a high degree of discretion.