Senior Wealth Manager

Leah Yosef International; Philadelphia (Philadelphia County); On-site; USD 225,000 - 275,000; Full time

Job summary

Leah Yosef International in Philadelphia seeks a Senior Wealth Manager to serve as the Lead Wealth Advisor for high net worth clients. You will be responsible for comprehensive wealth management, including tax and estate planning, financial planning, and asset allocation.

The role offers a compensation package exceeding $250,000, with significant growth opportunities. The ideal candidate will have a solid background in high net worth tax planning and the ability to navigate complex financial questions with confidence.

Qualifications

• Solid high net worth tax background with ability to handle complex tax planning questions.

Responsibilities

• Serve as the Lead Wealth Advisor to high net worth clientele.
• Advise on comprehensive wealth management including tax and estate planning.
• Manage investment and retirement planning tasks.

Skills

High net worth tax background

Comprehensive wealth management

Financial planning

Job description

Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+ annual growth opportunities from custodial referral channels.

Highlights

• Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele
• Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
• $250,000k+ compensation package including above market revenue based payouts and clear track to partnership

Requirements

• Solid high net worth tax background with the ability to field complex tax planning related questions with confidence