Senior Wealth Advisor | Own UHNW 100M+ Book & Growth

Leah Yosef International; Florida; Presencial; USD 200.000 - 400.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Excellent benefits

Descripción de la vacante

Leah Yosef International in Southeast Florida seeks a Senior Wealth Advisor to lead succession planning for a founding partner and manage a book of UHNW clients with 100M+ level relationships. You will drive portfolio construction and client communication with a high degree of autonomy.

The role focuses on servicing domestic and international families with sophisticated investment needs and involves collaborating with a partner-led team within a growing, long-term retention culture and excellent

Formación

• Experience with UHNW client relationships and 10M+ level investable assets.
• 7+ years of investment management experience across asset classes.
• Collaborative, team-oriented mindset with strong interpersonal skills.

Responsabilidades

• Own and manage a dedicated book of UHNW client relationships.
• Construct and communicate investment portfolios for clients.
• Collaborate with a partner-led team on succession planning and client service.

Conocimientos

UHNW client relationships

Investment management

Team collaboration

Descripción del empleo

Leah Yosef International in Southeast Florida seeks a Senior Wealth Advisor to lead succession planning for a founding partner and manage a book of UHNW clients with 100M+ level relationships. You will drive portfolio construction and client communication with a high degree of autonomy.

The role focuses on servicing domestic and international families with sophisticated investment needs and involves collaborating with a partner-led team within a growing, long-term retention culture and excellent