Senior Wealth Manager - Succession Planning

Leah Yosef International; Allentown (Lehigh County); On-site; USD 200,000 - 275,000; Full time

Job summary

Leah Yosef International in Allentown, PA seeks a Senior Wealth Advisor to manage high net worth client relationships, including multi-generational families, foundations, and endowments, delivering comprehensive wealth management.

This non-commissioned role emphasizes sophisticated tax and estate planning, investment management, family office services, and philanthropic giving, with succession planning to replace retiring advisor and strong AUM growth expectations.

Qualifications

• 10+ years of wealth management experience advising high net worth clientele.
• Not a commissioned sales role; no portable book of business required.

Responsibilities

• Advise high net worth client relationships across multi-generational families, foundations, and endowments on wealth management, complex tax and estate planning strategies, investments, family office services and philanthropic giving.

Skills

Wealth management

High net worth clients

Job description

Multi-Family Office seeks a Senior Wealth Advisor to manage high net worth client relationships.

Not a commissioned sales role; no portable book of business required.

Highlights

• Advise high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding comprehensive wealth management, complex tax and estate planning strategies, investment management, family office services, and philanthropic giving
• The role is open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth
• Compensation package in the 200k+ range

Requirements

• 10+ years of wealth management experience advising high net worth clientele