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    Financial Advisor - Los Angeles, United States - Leah Yosef International

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    Description
    1 day ago

    Be 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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