Client Advisor

Philadelphia, PA

Client Advisor

Ultra High Net Worth


Boutique Wealth Management Firm seeks an Advisor in the greater Philadelphia area to lead client relationships for their ultra-high net worth clientele (25M+ level).


  • Nurture relationships with existing clientele and support Senior Advisors with complex cases
  • The Firm focuses on comprehensive wealth planning to ensure that their clients’ holistic needs are met. The Firm provides in-house technical experts in the areas of investment planning, estate and tax planning as well as insurance planning so the Advisor can focus on the relationship.
  • Strong opportunity for career growth
  • No book of business required
  • Competitive base salary with performance-based bonus, with excellent benefits.


  • CFP or other advanced industry designation preferred

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.