Private Wealth Advisor

The Anderson Search Group; Beverly Hills (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

The Anderson Search Group is seeking a Private Wealth Advisor based in Beverly Hills, California. This opportunity involves leveraging strong internal referral channels to serve high-net worth clients while avoiding cold calling. Candidates should have robust licensing and experience managing significant assets.

The ideal candidate will have a demonstrated track record of building their own book of business, preferably with experience in high-net worth clients. The role provides an attractive base salary coupled with uncapped incentives, making it a lucrative opportunity in a reputable financial institution.

Qualifications

• Must be fully licensed with Clean U4 and Series 7, 6 and 63 or 66.
• Preferred to have CFP designation.
• Proven ability to manage a book of business with high-net worth clients.

Responsibilities

• Serve high-net worth clients using internal referral channels.
• No cold calling, focusing on existing bank clients.
• Access to 10+ bankers' clients for referrals.

Skills

Clean U4

Series 7, 6 and 63 or 66

Life and Health Insurance

Experience with high-net worth clients

Book of business to at least $40 million AUM

Utilizing internal bank channels and partners

Education

CFP preferred but not required

Job description

Private Wealth Advisor - Beverly Hills, California

The Anderson Search Group has been retained by a California affiliate of an $90 billion+ financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's robust internal referral channels in the Beverly Hills/Los Angeles market targeting high-net worth clients and prospects. This person will have access to the private bank, commercial and corporate bank clients - giving you access to 10+ bankers' existing clients. NO COLD CALLING! This role offers a generous base salary and uncapped incentive plan.

The Ideal Candidate Shall Possess:

• Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
• CFP preferred but not required
• Proven ability to have built their own book of business to at least $40 million AUM in fee based business
• Experience with high-net worth clients preferred
• Experience with utilizing internal bank channels and partners preferred

The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.