Senior Wealth Advisor - Ultra High Net Worth

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

$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