Private Wealth Advisor - No Cold Calling

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

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.