Senior Wealth Advisor | Hybrid | High-Net-Worth Clients

Leah Yosef International; San Francisco (CA); Ibrido; USD 180.000 - 220.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work schedule

Descrizione del lavoro

Leah Yosef International seeks a Wealth Advisor to serve as primary relationship manager for a select group of high-net-worth clients in the San Francisco Bay Area. The role covers comprehensive wealth management including stock options, RSUs, deferred compensation, tax and estate planning, asset allocation, and retirement planning.

Hybrid work with 1–2 days in-office, high earning potential in year one. Inherit client relationships from the founder and contribute to strategic partnerships with

Competenze

• Experience advising high-net-worth clients on comprehensive wealth management.
• Ability to manage complex compensation structures (RSUs, stock options).
• Familiarity with tax, estate planning, and retirement planning considerations.

Mansioni

• Inherit current and new client relationships from the founder as he sources and develops business.
• Advise clients on comprehensive wealth management and investment strategies.
• Develop and nurture partnerships with CPAs, law firms, and insurance professionals to grow referrals.
• Maintain a hybrid schedule with 1–2 days in-office.
• Achieve a first-year compensation package of $200,000+.

Conoscenze

Wealth management

Stock options

RSUs

Deferred compensation

Tax planning

Estate planning

Asset allocation

Cash flow analysis

Retirement planning

Investment management

Special situations

Descrizione del lavoro

Leah Yosef International seeks a Wealth Advisor to serve as primary relationship manager for a select group of high-net-worth clients in the San Francisco Bay Area. The role covers comprehensive wealth management including stock options, RSUs, deferred compensation, tax and estate planning, asset allocation, and retirement planning.

Hybrid work with 1–2 days in-office, high earning potential in year one. Inherit client relationships from the founder and contribute to strategic partnerships with