#1778

Senior Wealth Strategist

Tysons Corner, VA, United States

Overview

Dynamic, fast growing Multi-Family Office/RIA is seeking a Senior Wealth Strategist to provide best in class wealth management advice to ultra-high net worth clientele (50M+ level) with a strong focus on estate and tax planning.

Highlights

  • Partner with Relationship Managers to design and present estate planning and tax planning strategies to ultra high net worth clients.
  • Serve as the Senior Wealth Advisor and lead client engagements for a select number of ultra-high net worth client relationships
  • Competitive compensation including significant base salary, performance based
  • bonuses, and revenue share opportunities
  • 350,000+ Compensation package
  • Clear track to equity after year one

Requirements

  • JD or CPA preferred
  • Knowledge of cross-border estate and tax planning strategies a plus

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.