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UHNW Wealth Advisor — Collaborative Multi-Family Office

Leah Yosef International

Leah Yosef International in Houston seeks a Wealth Advisor to serve as the primary relationship manager for high net worth and ultra high net worth clientele. This role operates in an ensemble Multi-Family Office model with a collaborative approach. You will advise UHNW families on holistic financial planning, investments, estate and tax considerations, risk management, and legacy needs. The position emphasizes teamwork and mentoring of associate advisors, with a compensation package including a #J-18808-Ljbffr Leah Yosef International

Vacancy posted more than 2 months ago

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