Director, Wealth Management

Director, Wealth Management

Director, Wealth Management
Fully Remote 7B+ AUM Independent Wealth Management Firm
Published
August 28, 2022
Location
Marin County, CA

Description

Overview

Fast growing 7B+ AUM Independent Wealth Management Firm seeks a Director of Wealth Management to develop and close business that is sourced through a premier custodial referral network.

No cap on upside. Long term payouts in perpetuity.

Highlights 

  • Build relationships with Financial Consultants at the Custodial Branches by closing referred leads and positioning the Firm as the comprehensive planning and/or customized investment solution for appropriate clientele
  • Ability to lead with either a customized financial planning approach or with deep tactical investment expertise
  • Collegial culture with extensive operational, investment, financial planning and relationship management support

Requirements

  • 5+ years of progressively higher sales achievements within the Wealth Management arena
  • Ideally an understanding of the custodial referral network channel
  • Advanced designations such as CFP, JD, CPA or CFA preferred
  • Self-starter that thrives in a fast-paced environment
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