Wealth Manager

Wealth Manager

Boutique, Independent RIA
Published
May 10, 2021
Location
East Bay Area, California, United States

Description

Wealth Manager
Boutique, Independent RIA
East Bay Area, California

 

Overview
Boutique Independent RIA seeks a Wealth Manager to play a key role in the continued growth and success of the firm with a focus on goals-based planning, comprehensive wealth management and high touch client service.

 

Highlights

  • Collaborate with the Managing Partners to organize and systemize the through providing wealth and investment management support across the client base of an ensemble practice
  • Opportunity to be mentored in all areas of wealth management including Impact Investing/ESG
  • Collaborative culture offering excellent work/life balance
  • Not a commission sales role. No portable book of business required.
  • Competitive compensation package including significant base salary, and bonuses, 401k match, profit sharing, full health insurance and opportunity to participate in equity ownership

 

Requirements

  •  7+ years’ overall experience with 2+ years tax, wealth or investment management experience with high-net-worth clientele providing comprehensive wealth management services
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