Senior Wealth Manager

Leah Yosef International; San Francisco (CA); Hybrid; USD 270,000 - 330,000; Full time

Job summary

Leah Yosef International in the San Francisco Bay Area seeks a Senior Financial Advisor to serve high-net-worth individuals and families with sophisticated planning needs, including tax, estate, and equity compensation planning.

The role emphasizes advising over prospecting, supported by a dedicated business development team and in-house research capabilities. A flexible hybrid schedule is offered, with about 50% in-office attendance and a strong compensation package tied to performance.

Qualifications

• Experience serving high-net-worth individuals and families.
• Strong financial planning and relationship management skills.

Skills

Financial planning

Relationship management

Job description

Growing independent 4B+ AUM Independent RIA seeks a Senior Financial Advisor to serve high-net-worth individuals and families throughout the Bay Area.

Highlights

• Focus on advising clients rather than prospecting, supported by a dedicated business development team
• Advisors work within a planning-focused environment with a robust and comprehensive investment offering including in-house research capabilities
• Serve high net worth and ultra-high net worth Bay Area individuals and families with sophisticated planning needs, including tax, estate, and equity compensation planning
• Flexible hybrid schedule with approximately 50% in-office attendance
• Compensation
• Financial Advisor $150,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation
• Senior Financial Advisor $300,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation

Requirements

• Experience serving high-net-worth individuals and families
• Strong financial planning and relationship management skills