UHNW Wealth Advisor - Family Office & Planning

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

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.