Senior Wealth Manager - UHNW

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

Job summary

Leah Yosef International is seeking a Senior Wealth Advisor to manage ultra-high net worth client relationships, including multi-generational families, foundations, and endowments. This is a role focused on comprehensive wealth management, tax and estate planning, investment oversight, and family office services.

The advisor will lead strategies for philanthropic giving and complex wealth solutions, supported by a national platform designed for 200k+ compensation potential.

Qualifications

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

Responsibilities

• Advise ultra-high net worth client relationships, multi-generational families, foundations, and endowments on comprehensive wealth management.
• Implement complex tax and estate planning strategies, investment management, and family office services.
• Coordinate philanthropic giving and bespoke advisory solutions for UHNW clients.

Skills

Wealth management

Client relationship management

Tax planning

Estate planning

Job description

Multi-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (25M - 1 Billion net worths). Not a commissioned sales role; no portable book of business required.

Highlights

• Advise ultra-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
• National Multi-Family Office offering a full array of Family Office Services as well as customized portfolios inclusive of marketable securities, concentrated equity positions, alternative investments, and private investments.
• 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 ultra-high net worth clientele