#1741

Senior Wealth Advisor

Detroit, MI, United States

Overview

  • A prestigious, Single-Family Office based in the Midwest is seeking a Senior Wealth Advisor for a select number of ultra high net worth families.


Highlights

  • Oversee the full suite of wealth management, investment advisory, and lifestyle management services for several 100M+ level households providing high-touch day-to-day support on all aspects of personal and business wealth.


  • Serve as a trusted advisor across investment, estate, tax, philanthropic, and lifestyle matters in a collaborative, high-integrity environment.  


  • Serve as the central point of communication, liaising between in-house teams and external professionals to ensure execution of all services


  • Promote operational excellence by identifying opportunities to enhance efficiency and client experience

Requirements

  • 10+ years wealth management experience inclusive of lead advisor experience with ultra high net worth clientele with (25M+ level investable assets, 50M+ level net worths)

 

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.