Private Wealth Advisor – High-Net-Worth Banking (No Cold Calling)

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 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.