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Financial Advisor - Los Angeles, United States - Leah Yosef International
Description
1 day agoBe among the first 25 applicants
Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization.
Clear track towards equity ownership.Highlights
High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and sophisticated in house tax compliance capabilities
Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
Outsourced CFO solutions for entertainers and athletes with a full suite of cash management and personal business management services
Extremely competitive payouts, comprehensive benefits, and additional incentives are aligned with distribution of services.
Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance, Sales, and Business Development
Industries
Banking, Investment Management, and Financial Services
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