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Senior Wealth Advisor - Hybrid for HNW Clients

$200k

Leah Yosef International

Leah Yosef International in San Jose, California, is looking for a Wealth Advisor to manage relationships with high-net-worth clients. This role involves advising on wealth management strategies, inheriting client relationships, and developing partnerships with CPA and law firms. The position offers a hybrid schedule with 1-2 days in-office and includes a compensation package exceeding $200,000 in the first year. #J-18808-Ljbffr Leah Yosef International

Vacancy posted 4 days ago
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