#1668

Wealth Advisor

Menlo Park, CA, United States

Wealth Advisor

50M+ Level Clientele

Menlo Park or San Francisco

 

Overview

Ultra High Net Worth focused Multi-Family Office seeks a Wealth Advisor to collaborate with Senior Wealth Managers in providing comprehensive wealth and investment management services. Extensive client contact with 50M+ level clientele.

 

Highlights

 

  • Serve as the Wealth Advisor for the ultra high net worth client base, cultivating relationships with multi-generational families
  •  Excellent opportunity for career development, mentorship and training
  • The Firm has consistent, year over year AUM growth of over 30%
  • Competitive compensation package including significant base salary, bonuses and excellent benefits: $110,000 – $120,000 base and 20% target bonus

Requirements

  • 2+ years wealth management experience with excellent interpersonal skills and attention to detail
  •  Ability to work 4-5 days a week at either the Menlo Park or Downtown San Francisco office.

 

 

 

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.