Senior Wealth Advisor | Hybrid | High-Net-Worth Clients
Leah Yosef International
Leah Yosef International seeks a Wealth Advisor to serve as primary relationship manager for a select group of high-net-worth clients in the San Francisco Bay Area. The role covers comprehensive wealth management including stock options, RSUs, deferred compensation, tax and estate planning, asset allocation, and retirement planning. Hybrid work with 1–2 days in-office, high earning potential in year one. Inherit client relationships from the founder and contribute to strategic partnerships with #J-18808-Ljbffr Leah Yosef International
Vacancy posted 1 day ago
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