Innovation Strategist
$150k - $175kLeoForce
Overview Wealth Strategist role with a focus on high-net-worth clients within a modern multi-family office. Responsibilities Lead client relationships and provide tailored wealth management services as part of a holistic approach (investment management, tax strategy, estate planning, and financial planning).
Qualifications 3+ years of work experience (preferably with an RIA).
About us We are redefining the way high-net-worth families manage and preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families.
We have built an outstanding reputation for exceptional client service, innovation, and long-term thinking. As a growing firm, we are committed not only to delivering excellence to our clients but also to fostering a collaborative, people-first culture where our team has the opportunity to grow both personally and professionally.
Competitive Bonus and Options Package
Flexible Work Schedules
Vacancy posted 2 days ago
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