Senior Wealth Advisor - Ultra High Net Worth
$400kLeah Yosef International
Job Description
Senior Wealth Advisor
\nUltra High Net Worth
\n \nOverview
\n \n$100B+ AUM Multi-Family Office seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Clear path to Market Leader, Managing Director, and broader firm leadership if desired. Immediate equity opportunity.
\n \nHighlights
\n \n- \n
- Advise ultra-high net worth families, foundations, and endowments across comprehensive wealth planning, complex tax and estate strategies, investments, family office services, and philanthropy. \n
- National firm delivering sophisticated family office capabilities and highly customized investment portfolios across public markets, concentrated equity, alternatives, and private investments for ultra-high net worth families. \n
- Participatein regional and executive leadership through firmwide committees and strategic initiatives. \n
- Revenue payout on portable assets in addition to competitive base/bonus compensation. \n
- Immediatepartnership opportunity \n
- $400,000+ first year cash compensation inclusive of competitive base compensation, guaranteed bonuses, and a clear career track multiple seven figures \n
#2200
Vacancy posted 23 days ago
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