UHNW Senior Wealth Advisor: Inherit $100M+ Portfolios

Leah Yosef International; Fort Lauderdale (FL); Vor Ort; USD 180.000 - 300.000; Vollzeit

Benefits dieser Stelle

Competitive benefits

Partner-led culture

Zusammenfassung

Leah Yosef International in Southeast Florida seeks a Senior Wealth Advisor to join a founder-led, succession-planning team. Manage UHNW client relationships (100M+ level) with autonomy, overseeing portfolio construction and ongoing client communication for domestic and international families.

This role offers the opportunity to own a dedicated book, contribute to double-digit growth, and be part of a collaborative, career-long retention culture with strong benefits.

Qualifikationen

• UHNW client-facing experience with 10M+ level clientele.
• 7+ years of investment management experience with deep knowledge across asset classes.
• Collaborative, team-oriented mindset with excellent interpersonal skills.

Kenntnisse

UHNW client-facing

Investment management

Team collaboration

Jobbeschreibung

Leah Yosef International in Southeast Florida seeks a Senior Wealth Advisor to join a founder-led, succession-planning team. Manage UHNW client relationships (100M+ level) with autonomy, overseeing portfolio construction and ongoing client communication for domestic and international families.

This role offers the opportunity to own a dedicated book, contribute to double-digit growth, and be part of a collaborative, career-long retention culture with strong benefits.