#913

Senior Wealth Advisor

Philadelphia, PA, United States

Multi-Billion AUM Multi-Family Office

Overview

10B+ AUA Ultra High Net Worth focused Multi-Family Office has created a High Net Worth division and is seeking a Senior Wealth Advisor to provide comprehensive wealth management advice in Greater Philadelphia.


Source clients from an extensive and successful internal RIA referral network as well as from a seven figure spend on a proven model for sourcing digital leads – digital close rate 60-70%.


Extremely Competitive Payouts (50% in Perpetuity)

Immediate Equity Opportunity

Highlights

  • Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
  • Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • The firm offers high touch Family Office Services including private aviation, household staffing, yacht acquisition, equestrian services, philanthropic support, and fine art advisory

 

 

 

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.