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Leah Yosef International · Morristown
Senior Wealth Advisor, MFO
Northern Jersey
Overview
Uncompromisingly independent employee-owned Multi-Family Office seeks a Senior Wealth Advisor to manage relationships with ultra-high net worth individuals and families ($25M-500M+ Level Clientele). Meaningful equity opportunity.
Not a commissioned sales role. No portable book of business required.
Highlights
Lead and manage relationships with ultra-high-net-worth clients (25 - 40 households)
The firm offers comprehensive Family Office Services in support of families with $50M–$500M+ balance sheets, including bill pay, concierge, aviation, lifestyle management, philanthropic advisory, and in-house trust & estate and tax expertise
Institutional-quality investment platform with liquid and illiquid alternatives
Collaborative, entrepreneurial, client-centric culture with strong operational infrastructure
The firm is profitable, committed to long-term independence, and to expanding ownership participation across employees; the firm has already transitioned most of the equity to G2 and G3
Meaningful equity opportunities available at a firm in which more than 1/3 of employees own dividend-paying true equity
$350,000+ first year cash compensation
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Details
| Company | Leah Yosef International |
| Location | Morristown |
| Type | FULL TIME |
| Niche | Securities and finance dealers and brokers |