Wealth Advisor: UHNW Growth & Legacy

Corient; San Francisco (CA); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Competitive compensation

401(k) Plan with employer matching

Generously subsidized medical plan options

Paid professional designations

Job summary

A leading wealth management firm in San Francisco is looking for a results-driven Wealth Advisor. The ideal candidate will have 8-10 years of experience advising high-net-worth individuals and a strong track record in business development. This role focuses on client acquisition, management, and delivering tailored wealth solutions. If you're a strategic thinker with excellent communication skills and a collaborative mindset, we encourage you to apply and be a part of their exciting growth trajectory.

Qualifications

• Minimum 8-10 years of experience advising high-net-worth clients.
• Proven track record in business development.
• Strong network of professional centers of influence.

Responsibilities

• Proactively identify and acquire new clients.
• Develop integrated wealth management solutions.
• Conduct regular portfolio reviews.

Skills

Business development

Client acquisition

Strong communication skills

Analytical skills

Interpersonal skills

Problem-solving

Education

Bachelor’s degree in Finance, Economics, or a related field

Relevant certifications (CFA, CFP, CPA, JD, MBA)

Job description

A leading wealth management firm in San Francisco is looking for a results-driven Wealth Advisor. The ideal candidate will have 8-10 years of experience advising high-net-worth individuals and a strong track record in business development. This role focuses on client acquisition, management, and delivering tailored wealth solutions. If you're a strategic thinker with excellent communication skills and a collaborative mindset, we encourage you to apply and be a part of their exciting growth trajectory.