Senior UHNW Wealth Advisor | Equity Path + Hybrid (Denver)

Leah Yosef International; Denver (CO); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

Equity opportunities

Hybrid work model

Excellent benefits

Job summary

Leah Yosef International in Denver seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and families. You will guide holistic private wealth strategies and coordinate with in-house specialists.

Hybrid role with 3 days in office, offering equity opportunities and comprehensive benefits. Clear path to equity and meaningful upside in a profitable, independent firm.

Responsibilities

• Lead and manage relationships with high-net-worth and ultra-high-net-worth clients in Denver.
• Drive growth in the Denver market for 5M-500M+ clientele.
• Provide holistic private wealth services to clients with investable assets.
• Collaborate with in-house trust, estate and tax teams to deliver comprehensive solutions.

Job description

Leah Yosef International in Denver seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and families. You will guide holistic private wealth strategies and coordinate with in-house specialists.

Hybrid role with 3 days in office, offering equity opportunities and comprehensive benefits. Clear path to equity and meaningful upside in a profitable, independent firm.