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Wealth Advisor HNW Clients | Hybrid

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Leah Yosef International
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 200000 USD Yearly USD 200000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor for HNW Clients | Hybrid & $200k+

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.

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