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Senior Wealth Manager
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-10-12
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-10-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
National RIA seeks a VP Advisor to join its Seattle office. The advisor will serve high net worth clients while continuing to grow the practice through firm-generated business development opportunities.
No Portable Book Required
Highlights- Serve as the Lead Wealth Advisor to high net worth clientele
- Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
- Opportunity to grow the practice through custodial referral channels and other firm-generated business development opportunities
- Join a growth and performance-oriented environment with significant opportunity to build a long-term client base
- 5-10 years of wealth management experience
- Demonstrated business development experience
This role, Senior Wealth Manager at Leah Yosef International, could be your next opportunity.
Join Leah Yosef International and contribute to our ongoing work.
Position Requirements
10+ Years
work experience
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