Leah Yosef International, Inc. logo
Leah Yosef International, Inc.1 month ago

Senior Wealth Advisor

$200,000–$200,000 year

Hybrid · Denver, Colorado, United States

Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Small

Job Summary

Senior Wealth Advisor leading and managing relationships with high-net-worth and ultra-high-net-worth clients in Denver, within a 9B AUM Multi-Family Office, delivering holistic private wealth services and collaboration with in-house trust & estate and tax expertise. Role emphasizes growing the Denver market, servicing clients with 5-50M investable assets, supporting families with 50M–500M balance sheets, and leveraging an institutional-quality investment platform. Includes equity participation and a clear path to ownership, with hybrid work (3 days in office) and comprehensive benefits.

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$200k – $200k / yr

Senior Wealth Advisor · Leah Yosef International, Inc.

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