#1363

Client Advisor

Philadelphia, PA

Client Advisor

Ultra High Net Worth

Overview

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).

Highlights

  • 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.

Requirements

  • 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.