Senior Wealth Manager - UHNW
leah yosef internationalMorristown, NJ
$350,000
APPLY (opens in a new tab)Senior Wealth Manager - UHNW
leah yosef internationalMorristown, NJSenior L5
$350,000
Personal Financial AdvisorsInvestment Fund ManagersSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)Senior Wealth Advisor, MFONorthern 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 G3Meaningful 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
Hybrid, 3 days a week in office, excellent benefits2222
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Level
Senior L5
Salary
$350,000
Location
Morristown, NJ
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
12 days ago