Senior Wealth Advisor - UHNW

Leah Yosef International; United States; Hybrid; USD 150,000 - 230,000; Full time

Job summary

Leah Yosef International seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high-net worth individuals and families in Denver, with a clear track to equity.

The role emphasizes holistic private wealth services, family office capabilities, and an institutional-grade investment platform. Expect hybrid work with in-office collaboration three days per week and a strong entrepreneurial culture.

Qualifications

• Experience handling high-net-worth and ultra-high-net-worth clients.
• Ability to develop and manage relationships with families and individuals.
• Knowledge of holistic private wealth services and family office concepts.

Responsibilities

• Develop and manage relationships with HNW/UHNW clients.
• Drive growth in the Dallas market for AUM 250M+.
• Provide holistic wealth services including family office capabilities and tax planning insights.
• Collaborate with in-house trust & estate and tax experts to deliver comprehensive solutions.

Skills

Relationship management

Client acquisition

Wealth planning

Private wealth services

Job description

Uncompromisingly independent employee owned 9B AUM Multi-Family Office seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and families in Denver (5M-500M+ Level Clientele). Clear track to equity.

Highlights

• Lead and manage relationships with high-net-worth and ultra-high-net-worth clients, while driving growth in the Dallas market (250M+ AUM)
• Cutting edge, holistic private wealth services for high-net-worth individuals and families with 5-50M of investable assets
• Comprehensive Family Office services support families with $50M–$500M+ balance sheets, including bill pay, concierge, aviation, lifestyle management, philanthropic advisory, and in-house trust & estate and tax expertise
• Institutional-quality investment platform with liquid and illiquid alternatives
• Collaborative, entrepreneurial, client-centric culture with strong operational infrastructure

Compensation Parameters

• The firm is highly profitable, committed to long-term independence, and to expanding ownership participation across employees
• Meaningful equity opportunities available at a firm in which more than 1/3 of employees own dividend-paying true equity
• Potential for equity to be granted at a discounted internal valuation, creating the potential for an immediate and meaningful increase in net worth
• Hybrid, 3 days a week in office, excellent benefits