What are the responsibilities and job description for the Wealth Strategist, CPA/JD position at Leah Yosef International?
Overview
Dynamic, fast growing 1B AUM Independent RIA is seeking a Senior Wealth Advisor to manage 10-20 internationally based ultra high net worth client relationships (50M level clientele), partnering directly with the founder in an ensemble practice.
Highlights
- Manage all aspects of ultra-high net worth client relationships with a focus on complex cross-border estate, complex estate and tax planning strategies
- Work in tandem with the Internal Investment Team and Operations support team to develop and deliver best-in-class financial planning advice, investment planning, and client services in a fast-paced, collegial culture
- 350,000 compensation package
- Clear track to equity after year one
Requirements
- Experience designing and presenting estate and/or tax planning for ultra-high net worth within a Law Firm, Trust Company, Accounting Firm, or Ultra High Net Worth focused RIA/Multi-Family Office
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