Senior Wealth Manager - Succession Planning
Leah Yosef International
Job Description
Senior Wealth Advisor
\nSuccession Planning
\nAllentown, PA
\n \nOverview
\n \nMulti-Family Office seeks a Senior Wealth Advisor to manage high net worth client relationships.
\n \nNot a commissioned sales role; no portable book of business required.
\n \nHighlights
\n \n- \n
- 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 \n
- The role is open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth \n
- Hybrid schedule \n
- Compensation package in the 200k+ range \n
Requirements
\n- \n
- 10+ years of wealth management experience advising high net worth clientele \n
2103
Vacancy posted 23 days ago
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