More jobs:
Senior Wealth Advisor - Ultra High Net Worth
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-10-06
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-10-06
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
$100B+ AUM Multi-Family Office seeks a Senior Wealth Advisor to inherit ultra-high net worth client relationships ranging from $10M to $100M+ in AUM. Clear path to Market Leader, Managing Director, and broader firm leadership if desired. Immediate equity opportunity.
Highlights
- Advise ultra-high net worth families, foundations, and endowments across comprehensive wealth planning, complex tax and estate strategies, investments, family office services, and philanthropy.
- National firm delivering sophisticated family office capabilities and highly customized investment portfolios across public markets, concentrated equity, alternatives, and private investments for ultra-high net worth families.
- Participate in regional and executive leadership through firmwide committees and strategic initiatives.
- Revenue payout on portable assets in addition to competitive base/bonus compensation.
- Immediate partnership opportunity
- $400,000+ first year cash compensation inclusive of competitive base compensation, guaranteed bonuses, and a clear career track multiple seven figures
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×