Senior Wealth Advisor: HNW/UHNW Leadership & Equity

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

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