#1528

Senior Wealth Advisor, CFP

Palo Alto, CA, United States

Overview

Top Tier National Registered Investment Advisor is seeking a Senior Wealth Advisor in Marin County, San Francisco, Palo Alto or Walnut Creek to manage high-net-worth client relationships inherited from retiring advisors and sourced from the custodial referral channels.

Join the fastest growing region of one of the fastest growing RIAs in the Country.

Not a commissioned sales role. No portable book of business is required.

Highlights

  • Advise clients regarding comprehensive wealth management; tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management.
  • Consistent, year-over-year AUM growth of over 30%.
  • The role is open due to succession planning and an abundance of consistent leads from local Schwab and Fidelity offices throughout the Bay Area.
  • Collegial culture, extensive operational, investment, financial planning, and relationship management support.
  • Hybrid schedule with one day per week in the office
  • Clear path towards partnership and equity

Requirements

  • CFP and 7+ years of wealth management experience including managing relationships with high-net-worth individuals and families

 

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.