25 Jul Senior Wealth Advisor
3B+ UHNW Multi-Family Office based in the Midwest seeks a Senior Wealth Advisor to help serve an existing book of 500M+ AUM of ultra high net worth clientele in the Philadelphia region and lead the continued buildout of the de novo local office. Near-term equity/partnership opportunity.
Not a commissioned sales role. No portable book of business required.
- Serve as Client Advisor to local Ultra High Net Worth clientele
- Lead the buildout of the Firm’s Philadelphia area office through a team-based and collaborative approach to business development and client service
- The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra high net worth clientele with a robust investment platform; strong culture of collaboration and integrity.
- Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and a clear path to equity/partnership
- Track record of successful business development with $5M+ level clientele
Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation