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Senior Financial Advisor

Job

Leah Yosef International

Remote

$225,000 Salary, Full-Time

Posted 5 days ago (Updated 2 days ago) • Actively hiring

Expires 7/20/2026

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Job Description

Senior Financial Advisor at Leah Yosef International Senior Financial Advisor at Leah Yosef International in San Jose, California Posted in about 2 hours ago.
Type:
full-time
Job Description:
Senior Financial Advisor San Francisco Bay Area 4B+ AUM Independent RIA Overview Growing independent 4B+ AUM Independent RIA seeks a Senior Financial Advisor to serve high-net-worth individuals and families throughout the Bay Area. Highlights Focus on advising clients rather than prospecting, supported by a dedicated business development team Advisors work within a planning-focused environment with a robust and comprehensive investment offering including in-house research capabilities Serve high net worth and ultra-high net worth Bay Area individuals and families with sophisticated planning needs, including tax, estate, and equity compensation planning Flexible hybrid schedule with approximately 50% in-office attendance Compensation Financial Advisor $150,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation Senior Financial Advisor $300,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation Requirements Experience serving high-net-worth individuals and families Strong financial planning and relationship management skills 1821