#2103

Senior Wealth Advisor

Allentown, PA, United States

Succession Planning

Allentown, PA

Overview

Multi-Family Office seeks a Senior Wealth Advisor to manage high net worth client relationships.

Not a commissioned sales role; no portable book of business required.

Highlights

  • Advise high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding comprehensive wealth management, complex tax and estate planning strategies, investment management, family office services, and philanthropic giving
  • The role is open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth
  • Hybrid schedule  
  • Compensation package in the 200k+ range

Requirements

  • 10+ years of wealth management experience advising high net worth clientele

 

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.