UHNW Wealth Advisor — Equity Path, Hybrid (Denver)

Leah Yosef International; Denver (CO); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

Hybrid work model (3 days in office)

Equity opportunities

Sign-on bonuses

Excellent benefits

Job summary

Leah Yosef International in Denver seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and families. You will lead client engagement, deliver holistic private wealth services, and drive growth in a dynamic, independent office.

Hybrid role with 3 days in the office; you’ll collaborate with in-house trust, estate and tax experts, and have the opportunity to participate in equity ownership as the firm expands.

Qualifications

• Experience managing HNW/UHNW client relationships.
• Strong knowledge of private wealth, trusts, and tax considerations.
• Proven ability to drive growth in a regional market.

Responsibilities

• Lead and manage relationships with high-net-worth and ultra-high-net-worth clients.
• Grow the Denver market (AUM 300M+).
• Deliver holistic private wealth services for families with 5–50M investable assets.
• Collaborate with in-house trust, estate, and tax teams.

Skills

Client relationship management

High-net-worth expertise

Private wealth services

Team collaboration

Job description

Leah Yosef International in Denver seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and families. You will lead client engagement, deliver holistic private wealth services, and drive growth in a dynamic, independent office.

Hybrid role with 3 days in the office; you’ll collaborate with in-house trust, estate and tax experts, and have the opportunity to participate in equity ownership as the firm expands.