Senior Wealth Planning Analyst

Senior Wealth Planning Analyst

Ultra High Net Worth Wealth Advisory Firm
January 17, 2021
Pittsburgh Region, United States


Senior Wealth Planning Analyst

Pittsburgh Region

Ultra High Net Worth Wealth Advisory Firm


Ultra High Net Worth Wealth Advisory Firm seeks a Senior Wealth Planning Analyst to join the Wealth Planning Department. Serve as the Lead Advisor to a select number of high net worth clients while developing sophisticated estate, tax and financial planning strategies in a collaborative team environment for ultra high net worth clientele (10 million to 500 million net worth’s).



  • Opportunity to inherit high net worth relationships and take on Lead Wealth Advisor responsibilities
  • Excellent potential for growth as the Firm has a track record of developing and promoting top talent
  • Strong culture of independent thought, pro-activity and quality of life
  • Competitive base salary with profit and performance based bonuses and excellent benefits
  • Path towards equity ownership
  • No business development required
Drop files here browse files ...

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

Are you sure you want to delete this file?