Senior Wealth Advisor | Hybrid | High-Net-Worth Clients
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Leah Yosef International seeks a Wealth Advisor to serve as primary relationship manager for a select group of high-net-worth clients in the San Francisco Bay Area. The role covers comprehensive wealth management including stock options, RSUs, deferred compensation, tax and estate planning, asset allocation, and retirement planning.
Hybrid work with 1–2 days in-office, high earning potential in year one. Inherit client relationships from the founder and contribute to strategic partnerships with
We are currently recruiting a Senior Wealth Advisor | Hybrid | High-Net-Worth Clients for our team in San Francisco, CA, United States.
Join us at Leah Yosef International as our next Senior Wealth Advisor | Hybrid | High-Net-Worth Clients in San Francisco, CA, United States.
This is a strong opening to take on the Senior Wealth Advisor | Hybrid | High-Net-Worth Clients role at Leah Yosef International.
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