Senior Financial Advisor at Leah Yosef International — NeverHard
Senior Financial Advisor at Leah Yosef International in Santa Rosa, Sonoma County. Skills: Financial Advising, Investment Management. Apply on NeverHard.
Company
Leah Yosef International
Location
Santa Rosa, Sonoma County
Type
not_specified
Required skills:
Financial Advising
Investment Management
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 capabili…