High Net-worth Wealth Advisor (San Francisco)

Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Wealth Advisor for their High Net-worth Private Client practice in the vibrant city of San Francisco - this is an ongoing brief, as our client continues to expand.

This is a salaried position plus commission based on new revenue generation.

Your Role

As a Wealth Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.

Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.

What We’re Looking For

We are seeking ambitious, client-focused professionals with a strong background in:

Experience: 5-10 years of proven success in sales, business development, and relationship management.

Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.

Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.

Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.

Why Join This Opportunity?

Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients.

Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions.

Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career.

Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele.