Senior Wealth Advisor - Ultra High Net Worth
$400kLeah Yosef International
Senior Wealth Advisor
Ultra High Net Worth
Overview
$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.
Highlights
- Advise ultra-high net worth families, foundations, and endowments across comprehensive wealth planning, complex tax and estate strategies, investments, family office services, and philanthropy.
- 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.
- Participatein regional and executive leadership through firmwide committees and strategic initiatives.
- Revenue payout on portable assets in addition to competitive base/bonus compensation.
- Immediatepartnership opportunity
- $400,000+ first year cash compensation inclusive of competitive base compensation, guaranteed bonuses, and a clear career track multiple seven figures
#2200
Vacancy posted 1 hour ago
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