Private Wealth Advisor

Norman Alex; San Francisco (CA); On-site; USD 120,000 - 250,000; Full time

Job summary

Norman Alex is recruiting top producing financial advisors and advisor teams across the California market, including San Francisco. We seek hunters who can expand a premier client base and bring in new assets.

We offer access to a global book of clients from $100MM to $2BB in assets and provide support from an integrated team to design investment, banking and trust/estate solutions while negotiating favorable terms.

Job description

Top producing FA's and teams - we are recruiting for top tier advisors and teams throughout the California market.

• A global book of clients from $100MM - $2BBMM+ in assets
• Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US
• Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor
• Ensure that the proposed solutions maximize the clients needs, goals and objectives

As former financial advisors and investment managers, we understand the markets and the challenges and upsides of moving your practice to a new firm. We make the introductions, take you through the due diligence process and assist with the deal negotiations.

For over 20 years, we have the moved top advisors and teams in the country, both domestically and internationally. It's what we do and all we do.