Senior Wealth Advisor - Ultra High Net Worth

Leah Yosef International; San Francisco (CA); On-site; USD 400,000 - 1,000,000; Full time

Benefits offered by this job

Equity opportunity

Partnership opportunity

Job summary

Leah Yosef International in San Francisco, CA seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in assets, with a clear path to leadership and equity.

The role offers opportunities to advise UHNW families and institutions across wealth planning, tax and estate strategies, investments, family office services, and philanthropy, with a strong compensation package and potential partnership.

Qualifications

• Experience advising ultra-high net worth families, foundations, and endowments across comprehensive wealth planning, complex tax and estate strategies, investments.

Responsibilities

• Advise ultra-high net worth families on comprehensive wealth planning, tax and estate strategies, investments, and philanthropy.
• Deliver sophisticated family office capabilities with customized investment portfolios across public markets, concentrated equity, alternatives, and private investments.

Skills

Wealth planning

Tax strategies

Investment management

Family office services

Philanthropy

Job description

$100B+ AUM Multi-Family Office seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Clear path to Market Leader, Managing Director, and broader firm leadership if desired. Immediate equity opportunity.

Highlights

• Advise ultra-high net worth families, foundations, and endowments across comprehensive wealth planning, complex tax and estate strategies, investments, family office services, and philanthropy.
• National firm delivering sophisticated family office capabilities and highly customized investment portfolios across public markets, concentrated equity, alternatives, and private investments for ultra-high net worth families.
• Participatein regional and executive leadership through firmwide committees and strategic initiatives.
• Revenue payout on portable assets in addition to competitive base/bonus compensation.
• Immediatepartnership opportunity
• $400,000+ first year cash compensation inclusive of competitive base compensation, guaranteed bonuses, and a clear career track multiple seven figures