Senior Wealth Advisor — Planning‑Driven for HNW Clients

Leah Yosef International; Portland (OR); On-site; USD 158,000 - 193,000; Full time

Job summary

Leah Yosef International in Portland, OR seeks a Senior Wealth Advisor to lead relationships with high net worth clients, delivering personalized, planning-based advice. The advisor will work within a wealth team to utilize resources across investment, tax, and estate planning for comprehensive client solutions.

The role requires CFP certification and 5+ years of wealth management experience, with compensation starting at $175,000+ annually and potential equity participation through revenue

Qualifications

• CFP designation and 5+ years of wealth management experience as a Wealth Manager.

Responsibilities

• Lead relationships with high net worth clients and deliver planning-based wealth advice.
• Provide comprehensive financial planning, investment management, tax and estate planning guidance.
• Collaborate with a dedicated wealth team to access specialized resources.

Skills

Wealth management

Education

CFP

Job description

Leah Yosef International in Portland, OR seeks a Senior Wealth Advisor to lead relationships with high net worth clients, delivering personalized, planning-based advice. The advisor will work within a wealth team to utilize resources across investment, tax, and estate planning for comprehensive client solutions.

The role requires CFP certification and 5+ years of wealth management experience, with compensation starting at $175,000+ annually and potential equity participation through revenue