Wealth Advisor for HNW Clients | Hybrid & $200k+

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

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.