Senior Wealth Advisor - Ultra High Net Worth

Leah Yosef International; Chicago (IL); On-site; USD 360,000 - 440,000; Full time

Benefits offered by this job

Equity opportunity

Partnership track

Job summary

Leah Yosef International, a $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, with a clear path to Market Leader, Managing Director, and broader firm leadership.

Immediate equity opportunity and a lucrative career track, including potential for partnerships and leadership roles within the firm.

Qualifications

• Advise ultra-high net worth families, foundations, and endowments across comprehensive wealth planning, complex tax and estate strategies, investments, family office services, and philanthropy.

Responsibilities

• Participate in regional and executive leadership through firmwide committees and strategic initiatives.
• Provide oversight of comprehensive wealth management for UHNW clients.

Skills

Wealth management

Client advisory

Relationship mgmt

Financial planning

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