What are the responsibilities and job description for the Senior Wealth Manager - Succession Planning position at Leah Yosef International?
Senior Wealth Advisor
Succession Planning
Allentown, PA
Overview
Multi-Family Office seeks a Senior Wealth Advisor to manage high net worth client relationships.
Not a commissioned sales role; no portable book of business required.
Highlights
- Advise high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding comprehensive wealth management, complex tax and estate planning strategies, investment management, family office services, and philanthropic giving
- The role is open due to succession planning for a retiring advisor as well as 30% year-over-year AUM growth
- Hybrid schedule
- Compensation package in the 200k range
Requirements
- 10 years of wealth management experience advising high net worth clientele
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