Senior Wealth Advisor - Ultra High Net Worth

Leah Yosef International; Denver (CO); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

Hybrid work model (3 days in office)

Equity opportunities

Sign-on bonuses

Excellent benefits

Job summary

Leah Yosef International in Denver seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and families. You will lead client engagement, deliver holistic private wealth services, and drive growth in a dynamic, independent office.

Hybrid role with 3 days in the office; you’ll collaborate with in-house trust, estate and tax experts, and have the opportunity to participate in equity ownership as the firm expands.

Qualifications

• Experience managing HNW/UHNW client relationships.
• Strong knowledge of private wealth, trusts, and tax considerations.
• Proven ability to drive growth in a regional market.

Responsibilities

• Lead and manage relationships with high-net-worth and ultra-high-net-worth clients.
• Grow the Denver market (AUM 300M+).
• Deliver holistic private wealth services for families with 5–50M investable assets.
• Collaborate with in-house trust, estate, and tax teams.

Skills

Client relationship management

High-net-worth expertise

Private wealth services

Team collaboration

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 Denver market (300M+ 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
• Compensation package includes commensurate guaranteed compensation ($200,000+), sign-on bonuses, and equity participation well above market standards
• 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