Overview
Top Tier National Registered Investment Advisor is seeking a Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from the custodial referral channels.
Join the fastest growing region of one of the fastest growing RIAs in the Country.
Not a commissioned sales role. No portable book of business is required.
Highlights
- Advise clients regarding comprehensive wealth management; tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management.
- Consistent, year-over-year AUM growth of over 30%.
- The role is open due to succession planning and an abundance of consistent leads from local Schwab and Fidelity offices throughout the Bay Area.
- Collegial culture, extensive operational, investment, financial planning, and relationship management support.
- Hybrid schedule with one day per week in the office
- Clear path towards partnership and equity
Requirements
- CFP and 7+ years of wealth management experience including managing relationships with high-net-worth individuals and families
