Senior Wealth Manager

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

Benefits offered by this job

Hybrid work schedule

Job summary

Leah Yosef International seeks a Wealth Advisor to serve as primary relationship manager for a select group of high-net-worth clients in the San Francisco Bay Area. The role covers comprehensive wealth management including stock options, RSUs, deferred compensation, tax and estate planning, asset allocation, and retirement planning.

Hybrid work with 1–2 days in-office, high earning potential in year one. Inherit client relationships from the founder and contribute to strategic partnerships with

Qualifications

• Experience advising high-net-worth clients on comprehensive wealth management.
• Ability to manage complex compensation structures (RSUs, stock options).
• Familiarity with tax, estate planning, and retirement planning considerations.

Responsibilities

• Inherit current and new client relationships from the founder as he sources and develops business.
• Advise clients on comprehensive wealth management and investment strategies.
• Develop and nurture partnerships with CPAs, law firms, and insurance professionals to grow referrals.
• Maintain a hybrid schedule with 1–2 days in-office.
• Achieve a first-year compensation package of $200,000+.

Skills

Wealth management

Stock options

RSUs

Deferred compensation

Tax planning

Estate planning

Asset allocation

Cash flow analysis

Retirement planning

Investment management

Special situations

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.