Senior Wealth Manager - Succession Planning

Posted 2 days ago

leah yosef internationalBlandon (PA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Senior Wealth Advisor Succession Planning Allentown, PA Overview Multi-Family Office seeks a Senior Wealth Advisor to manage high net worth client relationships. Not a commissioned sales role; no portable book of business required. Highlights Advise high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding comprehensive wealth management, complex tax and estate planning strategies, investment management, family office services, and philanthropic giving The role is open due to succession planning for a retiring advisor as well as 30%+ year-over-year AUM growth Hybrid schedule Compensation package in the 200k+ range

Requirements: 10+ years of wealth management experience advising high net worth clientele2103

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