Private Wealth Advisor

Job Description

Privately Held Multi-Trillion Dollar Investment Firm seeks a SVP/Private Wealth Advisor in San Francisco to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services, with a focus on developing and cultivating relationships.

Work directly with clients to drive business and expand client base

Meet with prospects and referral sources in order to develop and cultivate a book of business

Trailing commission structure vs. yearly reset on new business goals

Multi-year guaranteed compensation structure, with a long-term focus on success for their Advisors, in addition to upside potential

No territorial restrictions

Strong growth opportunity with high earning potential

Firm has excellent track record of long-term employee and client retention

Qualified individuals require a track record of success

Target clients are in the 5mm to 100mm+ level

No portable book required

Salary: $300,000-$325,000 plus incentive compensation