Senior Wealth Advisor - Ultra High Net Worth

Leah Yosef International; Chicago (IL); On-site; USD 400,000 - 700,000; Full time

Job summary

Leah Yosef International is seeking a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. The role offers an immediate equity opportunity and a clear path to Market Leader, Managing Director, and broader firm leadership if desired.

You'll advise ultra-high net worth families and institutions across comprehensive wealth planning, tax and estate strategies, investments, family office services, and philanthropy, with a national scope and

Qualifications

• Experience advising ultra-high net worth clients (10M+ AUM).
• Strong knowledge of tax, estate and investment strategies for UHNW individuals.
• Proven ability to coordinate family office services and philanthropy initiatives.

Responsibilities

• Advise ultra-high net worth families, foundations, and endowments on comprehensive wealth planning, taxes, estates and investments.
• Lead and participate in firmwide committees and strategic initiatives.
• Drive revenue growth and develop a clear path to leadership within the firm.

Skills

Wealth planning

Tax planning

Estate strategies

Investment management

Family office services

Philanthropy

Job description

$100B+ AUM Multi-Family Office seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Clear path to Market Leader, Managing Director, and broader firm leadership if desired. Immediate equity opportunity.

Highlights

• Advise ultra-high net worth families, foundations, and endowments across comprehensive wealth planning, complex tax and estate strategies, investments, family office services, and philanthropy.
• National firm delivering sophisticated family office capabilities and highly customized investment portfolios across public markets, concentrated equity, alternatives, and private investments for ultra-high net worth families.
• Participatein regional and executive leadership through firmwide committees and strategic initiatives.
• Revenue payout on portable assets in addition to competitive base/bonus compensation.
• Immediatepartnership opportunity
• $400,000+ first year cash compensation inclusive of competitive base compensation, guaranteed bonuses, and a clear career track multiple seven figures