#1825

Wealth Advisor

San Jose, CA, United States

Wealth Advisor

Silicon Valley

Hybrid

Overview

Independent RIA in Silicon Valley is seeking a Wealth Advisor to serve as a primary relationship manager to a select group of high-net-worth clientele.

Highlights

  • Advise clients with regards to comprehensive wealth management including managing stock options, RSU’s, deferred compensation, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, investment management and special situations.
  • Inherit current and new client relationships from the founding partner as he continues to source and develop new business.
  • Contribute to the ongoing development of strategic partnerships with CPA firms, Law Firms, and Insurance firms, to both better serve existing clients and garner additional referrals to grow the client base.
  • Hybrid schedule with 1-2 days in-office.
  • $200,000+ first year compensation package.

 





 


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.