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Senior Wealth Manager
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-08-22
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Independent RIA in Silicon Valley is seeking a Wealth Advisor to serve as a primary relationship manager to a select group of high-net-worth clientele.
Highlights- Advise clients with regards to comprehensive wealth management, including managing stock options, RSU’s, deferred compensation, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, investment management and special situations.
- Inherit current and new client relationships from the founding partner as he continues to source and develop new business.
- Contribute to the ongoing development of strategic partnerships with CPA firms, Law Firms, and Insurance firms, to both better serve existing clients and garner additional referrals to grow the client base.
- Hybrid schedule with 1-2 days in-office.
- $200,000+ first year compensation package.
Position Requirements
10+ Years
work experience
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