Senior Wealth Advisor for HNW Families | Hybrid Planning

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

Job summary

Leah Yosef International in the San Francisco Bay Area seeks a Senior Financial Advisor to serve high-net-worth individuals and families with sophisticated planning needs, including tax, estate, and equity compensation planning.

The role emphasizes advising over prospecting, supported by a dedicated business development team and in-house research capabilities. A flexible hybrid schedule is offered, with about 50% in-office attendance and a strong compensation package tied to performance.

Qualifications

• Experience serving high-net-worth individuals and families.
• Strong financial planning and relationship management skills.

Skills

Financial planning

Relationship management

Job description

Leah Yosef International in the San Francisco Bay Area seeks a Senior Financial Advisor to serve high-net-worth individuals and families with sophisticated planning needs, including tax, estate, and equity compensation planning.

The role emphasizes advising over prospecting, supported by a dedicated business development team and in-house research capabilities. A flexible hybrid schedule is offered, with about 50% in-office attendance and a strong compensation package tied to performance.