San Francisco Bay Area

4B+ AUM Independent RIA

Overview

Growing independent 4B+ AUM Independent RIA seeks a Senior Financial Advisor to serve high-net-worth individuals and families throughout the Bay Area

Highlights

• Focus on advising clients rather than prospecting, supported by a dedicated business development team 
• Advisors work within a planning-focused environment with a robust and comprehensive investment offering including in-house research capabilities
• Serve high net worth and ultra-high net worth Bay Area individuals and families with sophisticated planning needs, including tax, estate, and equity compensation planning
• Flexible hybrid schedule with approximately 50% in-office attendance
• Compensation
  • Financial Advisor $150,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation
  • Senior Financial Advisor $300,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation

Requirements

• Experience serving high-net-worth individuals and families 
• Strong financial planning and relationship management skills