#2116

Wealth Planning Strategist

Philadelphia, PA, United States

Overview

Independent 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.

Highlights

  • Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M-500M+ level clientele)
  • Firm has a track record with a track record of developing and promoting The talent; excellent opportunity for advancement
  • Strong culture of independent thought and quality of life
  • Competitive base salary, profit and performance-based bonuses, excellent benefits

Requirements

  • CFP or other advanced designation such as CPA, CFA level 2 or JD

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.