Senior Wealth Manager

Leah Yosef International; San Francisco (CA); Hybrid; USD 180,000 - 220,000; Full time

Job summary

Leah Yosef International, an independent Registered Investment Advisor in Silicon Valley, is seeking a Wealth Advisor to serve as the primary relationship manager for a select group of high-net-worth clients. Hybrid schedule with 1-2 days in-office and a compensation package above $200,000 in the first year.

You will advise on comprehensive wealth management including stock options, RSUs, deferred compensation, tax and estate planning, asset allocation, cash flow, retirement planning, and

Qualifications

• Experience advising high-net-worth clients on comprehensive wealth management.
• Ability to manage stock options, RSUs, and deferred compensation.
• Strong knowledge of tax, estate planning, and retirement planning concepts.

Responsibilities

• Serve as primary relationship manager for a select group of high-net-worth clients.
• Inherit client relationships from the founding partner and grow the business.
• Develop strategic partnerships with CPA, law, and insurance firms to drive referrals and client base expansion.

Skills

Wealth management

Stock options

RSUs

Deferred compensation

Tax planning

Estate planning

Financial planning

Asset allocation

Cash flow analysis

Retirement planning

Investment management

Job description

Independent RIA in Silicon Valley is seeking a Wealth Advisor to serve as a primary relationship manager to a select group of high-net-worth clientele.

Highlights

• Advise clients with regards to comprehensive wealth management, including managing stock options, RSU’s, deferred compensation, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, investment management and special situations.
• Inherit current and new client relationships from the founding partner as he continues to source and develop new business.
• Contribute to the ongoing development of strategic partnerships with CPA firms, Law Firms, and Insurance firms, to both better serve existing clients and garner additional referrals to grow the client base.
• Hybrid schedule with 1-2 days in-office.
• $200,000+ first year compensation package.