#1521

Wealth Advisor

Palm Beach Gardens, FL, United States

Wealth Advisor/Assistant General Counsel
6 Billion+ AUM Multi-Family Office
Palm Beach County, FL

Overview
Fast-growing and dynamic 6B+ AUM National Wealth Management Firm seeks a Wealth Advisor/Assistant General Counsel in Palm Beach Gardens. Clear and well-trodden path toward equity in year one.

  • Support the Founding Partner’s team in managing high-net-worth client relationships (400m+ AUM)
  • Will assist CEO in building out the firm’s Family Office Services capabilities
  • Assist the General Counsel with due diligence, drafting, and reviewing of legal documents as the firm ramps up M&A activities

Highlights

  •  Extensive opportunity to be mentored in all aspects of estate, tax and financial planning, retirement planning, asset allocation, and cash flow analysis
  • Excellent opportunity to add value as support for General Counsel as the RIA
    has more than doubled in size last year through five significant M&A
    transactions
  • Strong culture of collaboration, entrepreneurship, and work-life balance
  • Competitive compensation package includes significant base salary, bonuses, and excellent benefits
  • Clear track to ownership and equity
  • Relocation package available

Requirements

  • JD Degree

 

 

 

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.