Senior Wealth Advisor UHNW - Equity Path & Leadership

Leah Yosef International; Illinois; On-site; USD 400,000 - 1,200,000; Full time

Benefits offered by this job

Immediate equity opportunity

Partnership track

Job summary

Leah Yosef International seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Immediate equity opportunity and a clear path to Market Leader and Managing Director await the right candidate.

You will provide comprehensive wealth planning, complex tax and estate strategies, investments, family office services, and philanthropy, while contributing to regional leadership and strategic firm initiatives.

Qualifications

• Experience advising ultra-high net worth families, foundations, and endowments.
• Strong knowledge of comprehensive wealth planning, tax and estate strategies.
• Proven ability to lead and collaborate on firmwide initiatives.

Responsibilities

• Advise UHNW families on wealth planning, tax/estate strategies, investments, family office services, and philanthropy.
• Develop and implement sophisticated investment strategies across public markets, alternatives, and private assets.
• Participate in regional and executive leadership through committees and strategic initiatives.

Skills

Wealth management

UHNW experience

Estate planning

Investment strategy

Leadership

Job description

Leah Yosef International seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Immediate equity opportunity and a clear path to Market Leader and Managing Director await the right candidate.

You will provide comprehensive wealth planning, complex tax and estate strategies, investments, family office services, and philanthropy, while contributing to regional leadership and strategic firm initiatives.