Director Wealth Management
Leah Yosef International, Cleveland, OH, United States
Independent RIA seeks a Senior Wealth Advisor to solve for next generation succession planning and join the leadership team, with a focus on providing high touch service and growing the client base over time (Average client is 15M+ investable assets).
Responsibilities
Lead and manage relationships with high net worth and ultra-high net worth individuals and families (10M-150M+ level net worths) advising on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory, risk management and other Family Office Services.
Play an active role and be a valuable contributor to the firm’s Management Committee which oversees the operating functions of the firm.
Collaborative and forward thinking culture with an impressive track record of client service and retention, a robust support structure and professional management.
Opportunity to acquire meaningful equity over time in a non-private equity backed, highly profitable Wealth Management Firm.
Requirements
15+ years of wealth management experience, leading client relationships with high net worth clientele
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Responsibilities
Lead and manage relationships with high net worth and ultra-high net worth individuals and families (10M-150M+ level net worths) advising on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory, risk management and other Family Office Services.
Play an active role and be a valuable contributor to the firm’s Management Committee which oversees the operating functions of the firm.
Collaborative and forward thinking culture with an impressive track record of client service and retention, a robust support structure and professional management.
Opportunity to acquire meaningful equity over time in a non-private equity backed, highly profitable Wealth Management Firm.
Requirements
15+ years of wealth management experience, leading client relationships with high net worth clientele
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