Senior Wealth Advisor - HNW, Equity Path & Leads

Leah Yosef International; McLean (VA); On-site; USD 150,000 - 210,000; Full time

Job summary

Leah Yosef International seeks a Wealth Advisor to inherit relationships from three retiring advisors over the next 2–3 years, targeting clients with ~$200M+ AUM. The role emphasizes serving executives, newly independent women, and entrepreneurs approaching liquidity events.

Compensation starts at $175,000 in the first year with potential to convert to revenue-based payouts and equity ownership over time, supported by a strong marketing budget and ongoing client expansion.

Qualifications

• Advanced designations such as CFP, CDFA, CEP or CEPA strongly preferred

Responsibilities

• Provide comprehensive wealth management services including financial planning, tax planning, estate planning and risk management for high-net-worth individuals and families.
• Advise executives, newly independent women, and entrepreneurs approaching liquidity events.
• Coordinate with marketing to leverage warm leads and grow a client base (as per the firms extensive marketing budget).

Skills

Wealth management

Financial planning

Tax planning

Estate planning

Risk management

Education

CFP

CDFA

CEP

CEPA

Job description

Leah Yosef International seeks a Wealth Advisor to inherit relationships from three retiring advisors over the next 2–3 years, targeting clients with ~$200M+ AUM. The role emphasizes serving executives, newly independent women, and entrepreneurs approaching liquidity events.

Compensation starts at $175,000 in the first year with potential to convert to revenue-based payouts and equity ownership over time, supported by a strong marketing budget and ongoing client expansion.