Multi-Billion AUM RIA

Overview

Well established Multi-Billion AUM and fully independent RIA is seeking a Senior Wealth Advisor in the San Francisco Bay Area to provide leadership to the local team of Wealth Advisors and inherit existing relationships, while leading the continued buildout of the region through closing custodial channel leads.

The firm has a strong history of success with the SAN platform for over 30 years

and is on matrix with 12 local branches; potential to close 200M+ AUM annually.

Highlights

• Leadership opportunity to infuse inspiration into the West Coast team’s culture after the Team Lead moved to the East Coast to the head up the NYC metro office expansion
• Advise high net worth and ultra high net worth clientele with regards to all aspects of holistic wealth planning, Leading with planning, estate planning, wealth management including tax planning, cross border estate planning, intergenerational wealth planning, executive compensation and philanthropic advisory

• Opportunity to serve as the Lead Wealth Advisor to a select group of high net worth clientele as part of long term succession planning and growth initiatives.

• Process oriented GIPS Compliant investment strategies that have outperformed indexes after fees for over 17 years with a highly differentiated Risk Management model and unique performance based fees.

• Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives.

• $400,000+ first year compensation package and clear path to equity.

Requirements

• Familiarity with RIA custodial referral programs