Senior Wealth Manager for High Net Worth Clients

Leah Yosef International; Houston (TX); On-site; USD 150,000 - 400,000; Full time

Job summary

Leah Yosef International in Houston is seeking a Senior Wealth Manager to advise clients on wealth management strategies including tax, estate, and financial planning. This role offers a dynamic work environment with a strong focus on high net worth clientele.

The ideal candidate will have over 5 years of relevant experience and preferably a CFP certification. The firm boasts impressive growth metrics, offering a compensation package starting at $150,000 with a clear path to exceeding $400,000.

Qualifications

• 5+ years of experience leading relationships with high net worth clientele.
• Strong knowledge of financial and estate planning.

Responsibilities

• Advise clients on comprehensive wealth management strategies.
• Provide tax and estate planning services.
• Manage investment portfolios and asset allocation.

Skills

Client relationship management

Wealth management

Financial planning

Investment management

Education

CFP certification

Job description

Leah Yosef International in Houston is seeking a Senior Wealth Manager to advise clients on wealth management strategies including tax, estate, and financial planning. This role offers a dynamic work environment with a strong focus on high net worth clientele.

The ideal candidate will have over 5 years of relevant experience and preferably a CFP certification. The firm boasts impressive growth metrics, offering a compensation package starting at $150,000 with a clear path to exceeding $400,000.