Senior Vice President of Wealth Management

4 days ago


Reston, Virginia, United States Leah Yosef International Full time

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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