Senior Vice President of Wealth Management
4 days ago
Leah Yosef International: A Boutique Independent Wealth Management Firm
Overview
Our firm is seeking a highly skilled and experienced Lead Wealth Advisor to join our dynamic team. As a key member of our organization, you will have the opportunity to work closely with our clients to provide tailored wealth management solutions.
Key Responsibilities
- Develop and implement comprehensive wealth management plans for high net worth and ultra high net worth individuals and families
- Provide investment management, estate and tax planning, business management, and sophisticated in-house tax compliance capabilities
- Collaborate with our team to deliver exceptional client service and support
- Stay up-to-date with industry trends and best practices to ensure our clients receive the highest level of service
What We Offer
- Competitive compensation and benefits package
- Opportunities for professional growth and development
- A dynamic and supportive work environment
- Access to a robust alternative investment platform
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