Senior Wealth Manager

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

Benefits offered by this job

Hybrid schedule

Job summary

Leah Yosef International in Silicon Valley is seeking a Wealth Advisor to serve as the primary relationship manager for a select group of high-net-worth clients.

You will advise on comprehensive wealth management, including stock options, RSUs, deferred compensation, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, investment management and special situations.

Qualifications

• Proven ability to manage high-net-worth client relationships.
• Strong knowledge of wealth management strategies and financial planning.
• Excellent communication and business development skills.

Responsibilities

• Serve as primary relationship manager for a select group of high-net-worth clients.
• Advise on comprehensive wealth management including stock options, deferred compensation, estate planning, and retirement planning.
• Inherit current and new client relationships from the founding partner as he sources new business.
• Develop strategic partnerships with CPAs, law firms, and insurance firms to grow referrals.

Skills

Client relationship management

Wealth management

Tax planning

Estate planning

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.
• $300,000+ first year compensation package.