Senior Wealth Advisor - HNW Planning; Hybrid; Bay Area
Listed on 2026-10-13
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Leah Yosef International seeks a Senior Financial Advisor to serve high-net-worth individuals and families across the Bay Area. The role emphasizes planning over prospecting, backed by in-house research and a robust investment offering.
You will handle sophisticated planning needs, including tax, estate, and equity compensation strategies, with a flexible hybrid schedule roughly 50% in-office. The compensation package for a Senior Financial Advisor exceeds $300,000 in the first year, combining a
The Senior Wealth Advisor - HNW Planning (Hybrid) - Bay Area position in the Finance field is open for applications.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Advisor - HNW Planning (Hybrid) - Bay Area role in the description above.
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