Private Wealth Advisor for HNW Clients (Hybrid)

Leah Yosef International; San Francisco (CA); Hybrid; USD 270,000 - 330,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

Leah Yosef International in Silicon Valley is seeking a Wealth Advisor to serve as the primary relationship manager for a select group of high-net-worth clients.

You will advise on comprehensive wealth management, including stock options, RSUs, deferred compensation, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, investment management and special situations.

Qualifications

• Proven ability to manage high-net-worth client relationships.
• Strong knowledge of wealth management strategies and financial planning.
• Excellent communication and business development skills.

Responsibilities

• Serve as primary relationship manager for a select group of high-net-worth clients.
• Advise on comprehensive wealth management including stock options, deferred compensation, estate planning, and retirement planning.
• Inherit current and new client relationships from the founding partner as he sources new business.
• Develop strategic partnerships with CPAs, law firms, and insurance firms to grow referrals.

Skills

Client relationship management

Wealth management

Tax planning

Estate planning

Job description

Leah Yosef International in Silicon Valley is seeking a Wealth Advisor to serve as the primary relationship manager for a select group of high-net-worth clients.

You will advise on comprehensive wealth management, including stock options, RSUs, deferred compensation, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, investment management and special situations.