Senior Wealth Manager

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

National independent RIA seeks a Senior Wealth Advisor to join its Portland, Oregan 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