Wealth Advisor - Single Family Office jobs in United States
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Leah Yosef International · 3 days ago

Wealth Advisor - Single Family Office

positionMichigan, United States
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Leah Yosef International is a prestigious, Single-Family Office based in the Midwest seeking a Senior Wealth Advisor for ultra high net worth families. The advisor will oversee a full suite of wealth management, investment advisory, and lifestyle management services, providing high-touch support on personal and business wealth matters.

Asset ManagementEmploymentRecruitingStaffing Agency

Responsibilities

Serve as a trusted advisor across investment, estate, tax, philanthropic, and lifestyle matters in a collaborative, high-integrity environment
Act as the central point of communication, liaising between in-house teams and external professionals to ensure execution of all services
Promote operational excellence by identifying opportunities to enhance efficiency and client experience

Qualification

Wealth management experienceLead advisor experienceInvestment advisoryEstate planningTax planningPhilanthropic advisingLifestyle managementClient communication

Required

5+ years wealth management experience inclusive of lead advisor experience with ultra high net worth clientele

Company

Leah Yosef International

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Leah Yosef International specializes in executive search for RIA and investment management services.
dateFounded in 2017
location
Long Beach, New York, USA
people-size2-10 employees
web-link
https://leahyosef.com

Funding

Current Stage
Early Stage

Leadership Team

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Jordana Feinberg
Chief Operating Officer
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Company data provided by crunchbase