Senior Wealth Manager

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

Job summary

Leah Yosef International is seeking a Senior Wealth Advisor for its Portland, Oregon office to lead relationships with high net worth clients and deliver personalized, planning-based advice.

You will work within a dedicated wealth team model, providing comprehensive planning across financial planning, investment management, tax planning, estate planning, retirement and cash flow, while leveraging firm resources to deepen client relationships.

Qualifications

• CFP certification with 5+ years of wealth management experience.
• Experience advising high net worth clients.

Responsibilities

• Lead relationships with high net worth clients and families.
• Provide planning-based advice across financial planning, investments, tax, estate planning, retirement and cash flow.
• Collaborate with a wealth team to leverage specialized resources.
• Develop a long-term client base through referrals and firm opportunities.

Skills

Relationship management

Financial planning

Investment management

Tax planning

Estate planning

Client acquisition

Education

CFP certification

Job description

National independent RIA seeks a Senior Wealth Advisor to join its Portland, Oregon office. The advisor will lead relationships with high net worth clients and deliver personalized, planning-based advice.

Highlights

• Serve as the Lead Wealth Advisor to high net worth families, executives, entrepreneurs, and business owners.
• Deliver comprehensive, planning-based advice across financial planning, investment management, tax planning, estate planning, retirement, cash flow, and other complex wealth needs.
• Work within a dedicated wealth team model with access to investment, tax, estate planning, and other specialized resources.
• Multiple avenues to build and develop a meaningful long-term client base including custodial referral channels, and other firm-generated opportunities, while remaining focused on advising and deepening client relationships
• $175,000+ first year cash compensation with a track towards meaningful revenue shares and equity participation

Requirements

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