Senior Wealth Advisor- HNW

Leah Yosef International; San Francisco (CA); Hybrid; USD 300,000 - 350,000; Full time

Job summary

Leah Yosef International seeks a Senior Financial Advisor to serve high-net-worth individuals and families across the Bay Area. The role emphasizes planning over prospecting, backed by in-house research and a robust investment offering.

You will handle sophisticated planning needs, including tax, estate, and equity compensation strategies, with a flexible hybrid schedule roughly 50% in-office. The compensation package for a Senior Financial Advisor exceeds $300,000 in the first year, combining a

Qualifications

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

Responsibilities

• Advise clients with a planning-focused approach, supported by in-house research.
• Collaborate with a dedicated business development team to meet client needs.
• Provide sophisticated planning including tax, estate, and equity compensation considerations.

Skills

High-net-worth clients

Financial planning

Relationship management

Job description

Growing independent 4B+ AUM Independent RIA seeks a Senior Financial Advisor to serve high-net-worth individuals and families throughout the Bay Area.

Highlights

• Focus on advising clients rather than prospecting, supported by a dedicated business development team
• Advisors work within a planning-focused environment with a robust and comprehensive investment offering including in-house research capabilities
• Serve high net worth and ultra-high net worth Bay Area individuals and families with sophisticated planning needs, including tax, estate, and equity compensation planning
• Flexible hybrid schedule with approximately 50% in-office attendance
• Compensation
• Financial Advisor $150,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation
• Senior Financial Advisor $300,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation

Requirements

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