Senior Wealth Manager

Leah Yosef International; San Jose (CA); Hybrid; USD 200,000 - 250,000; Full time

Job summary

Leah Yosef International, based in San Jose, California, is looking for a Wealth Advisor to manage relationships with high-net-worth clients. This role involves advising on comprehensive wealth management, including tax and estate planning, financial planning, and investment management.

The ideal candidate will inherit existing client relationships and contribute to developing strategic partnerships. A hybrid work schedule is offered, with 1-2 days in-office per week, and the compensation package exceeds $200,000 in the first year.

Qualifications

• Experience in advising high-net-worth clients in wealth management.
• Ability to manage stock options and RSUs effectively.
• Strong background in tax and estate planning.

Responsibilities

• Advise clients on comprehensive wealth management strategies.
• Manage and inherit client relationships from the founding partner.
• Develop strategic partnerships to enhance client service and client base.

Skills

Wealth management expertise

Client relationship management

Tax and estate planning

Investment management

Financial 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.
• $200,000+ first year compensation package.