Private Wealth Advisor

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

Benefits offered by this job

Generous base salary

Uncapped incentive plan

Job summary

The Anderson Search Group is hiring a Wealth Advisor in San Francisco, California, to manage high-net worth clients and leverage the bank's strong internal referral channels. The ideal candidate is fully licensed and has experience building a book of business of at least $40 million AUM.

This position offers a generous salary and an uncapped incentive plan without the need for cold calling.

Qualifications

• Must possess Series 7, 6 and 63 or 66 licenses and Life and Health Insurance.
• Experience with high-net worth clients and internal bank channels is preferred.
• Ability to generate a book of business of at least $40 million AUM.

Responsibilities

• Target high-net worth clients in Oakland, Berkley, and Downtown San Francisco.
• Leverage robust internal referral channels for acquiring clients.
• Access to private bank clients and commercial bank partners without cold calling.

Skills

Clean U4 and Series 7, 6 and 63 or 66

Proven ability to have built a book of business to at least $40 million AUM

Experience with high-net worth clients

Experience utilizing internal bank channels

Education

CFP preferred but not required

Job description

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 Oakland, Berkley, and Downtown San Francisco markets 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.