#1692

Wealth Planning Strategist

Detroit, MI, United States

12 Billion+ AUA Multi-Family Office

Overview

12 Billion AUA Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele.

 

Not a sales role/ No portable book of business required

Highlights

  • Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M+)
  • The Firm has a track record of developing and promoting talent; excellent opportunity for advancement into a Lead Relationship Manager roles
  • Strong culture of independent thought, pro-activity and quality of life
  • Competitive base salary, profit and performance-based bonuses, excellent benefits
  • Clear path towards equity ownership


Requirements

  • CFP preferred, or advanced degree such as MBA, CPA, JD also acceptable
  • 6-10 years of wealth management experience

 

 

 

 

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.