Senior UHNW Wealth Advisor — Equity & Hybrid Schedule

Leah Yosef International; États-Unis; Hybride; USD 150 000 - 230 000; Plein temps

Résumé du poste

Leah Yosef International seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high-net worth individuals and families in Denver, with a clear track to equity.

The role emphasizes holistic private wealth services, family office capabilities, and an institutional-grade investment platform. Expect hybrid work with in-office collaboration three days per week and a strong entrepreneurial culture.

Qualifications

• Experience handling high-net-worth and ultra-high-net-worth clients.
• Ability to develop and manage relationships with families and individuals.
• Knowledge of holistic private wealth services and family office concepts.

Responsabilités

• Develop and manage relationships with HNW/UHNW clients.
• Drive growth in the Dallas market for AUM 250M+.
• Provide holistic wealth services including family office capabilities and tax planning insights.
• Collaborate with in-house trust & estate and tax experts to deliver comprehensive solutions.

Connaissances

Relationship management

Client acquisition

Wealth planning

Private wealth services

Description du poste

Leah Yosef International seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high-net worth individuals and families in Denver, with a clear track to equity.

The role emphasizes holistic private wealth services, family office capabilities, and an institutional-grade investment platform. Expect hybrid work with in-office collaboration three days per week and a strong entrepreneurial culture.