Demo

Private Wealth Advisor

Leah Yosef International
San Mateo, CA Full Time
POSTED ON 1/15/2025
AVAILABLE BEFORE 4/7/2025

20M Level Clientele

Overview

Well established Ultra High Net Worth Private Client Division seeks a Senior Wealth Advisor to build and grow a client base from external networking, extensive internal referral channels and inherited assets from retiring advisors in San Francisco.

World renowned investment platform of Fortune 500 Company

35B Privately Owned RIA; Average client 20M investable assets

The Firm offers comprehensive financial, estate, tax and retirement planning for ultra high net worth individuals, foundations and endowments including many celebrities, entrepreneurs, and tech professionals.

Highlights

  • Multi Billion Dollar AUM teams seeking next generation succession planning; significant near-term opportunity for inherited assets
  • Substantial internal flow of leads for new client acquisition
  • Access to a full suite of marketing, investment, administrative, compliance, and planning expertise (tax, wealth, estate, philanthropic)
  • Extremely low advisor attrition in a collegial and collaborative culture
  • Compensation package amongst the best in the industry inclusive of :
  • Starting guaranteed compensation in the 200-250k range
  • Clear track towards 7 figure cash compensation
  • Unlimited travel and entertainment budget
  • Industry leading benefits and retirement program

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Private Wealth Advisor?

Sign up to receive alerts about other jobs on the Private Wealth Advisor career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
Income Estimation: 
$55,807 - $75,355
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$74,518 - $109,554
Income Estimation: 
$74,629 - $118,064
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$99,661 - $137,425
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$220,587 - $322,370
Income Estimation: 
$182,497 - $259,882
Income Estimation: 
$80,252 - $127,153
Income Estimation: 
$116,293 - $166,477
Income Estimation: 
$135,979 - $195,706
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at Leah Yosef International

Leah Yosef International
Hired Organization Address Westchester, NY Full Time
1B AUM RIA Client Advisor / Investment Strategist Westchester County, NY Overview Growing 1B AUM Wealth Management Firm ...
Leah Yosef International
Hired Organization Address Sonoma, CA Full Time
20M Level Clientele Overview Well established Ultra High Net Worth Private Client Division seeks a Senior Wealth Advisor...
Leah Yosef International
Hired Organization Address Fremont, CA Full Time
20M Level Clientele Overview Well established Ultra High Net Worth Private Client Division seeks a Senior Wealth Advisor...
Leah Yosef International
Hired Organization Address Sunnyvale, CA Full Time
20M Level Clientele Overview Well established Ultra High Net Worth Private Client Division seeks a Senior Wealth Advisor...

Not the job you're looking for? Here are some other Private Wealth Advisor jobs in the San Mateo, CA area that may be a better fit.

Private Wealth Advisor

U.S. Bank National Association, San Francisco, CA

Private Wealth Advisor

Capital Group, San Francisco, CA

AI Assistant is available now!

Feel free to start your new journey!