Senior Wealth Manager - Succession Planning

Leah Yosef International; Allentown (Lehigh County); On-site; USD 200,000 - 260,000; Full time

Job summary

Leah Yosef International seeks a Senior Wealth Advisor to manage high net worth client relationships in a multi-family office setting. This is not a commissioned sales role; no portable book of business is required.

The advisor will guide multi-generational families, foundations, and endowments through comprehensive wealth management, tax and estate planning, investment management, family office services, and philanthropic giving.

Qualifications

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

Responsibilities

• Advise high net worth client relationships, inclusive of multi-generational families, foundations, and endowments, regarding comprehensive wealth management, complex tax and estate planning strategies, investment management, family office services, and philanthropic giving
• Open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth

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