Private Wealth Advisor

The Anderson Search Group; Tucson (AZ); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Tucson is looking for a fully licensed Wealth Advisor to enhance its private wealth division. The role targets high-net worth clients, leveraging the bank's strong internal referral channels without cold calling. Candidates should have a proven ability to build a book of business worth at least $40 million AUM, alongside required licenses. This position offers a generous base salary and an uncapped incentive plan.

Qualifications

• Clean U4 and required licenses are essential.
• Experience with high-net worth clients is preferred.
• Ability to build at least $40 million AUM in fee-based business.

Responsibilities

• Target high-net worth clients in the Tucson market.
• Access internal referral channels without cold calling.
• Manage private bank and corporate bank clients.

Skills

Experience with high-net worth clients

Proven ability to build a book of business

Utilizing internal bank channels

Education

Clean U4, Series 7, Series 6, Series 63 or 66, Life and Health Insurance

CFP preferred

Job description

The Anderson Search Group has been retained by a Arizona 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 Tucson 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 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.