#976

Senior Wealth Advisor

San Francisco Bay, CA

Multi-Billion Dollar Multi-Family Office

Overview 
Multi-Billion Dollar Boutique Independent Wealth Management Firm seeks a Senior Wealth Advisor to provide comprehensive investment and wealth advisory services to high net worth and ultra high net worth clientele (average client ~$20M).

Highlights 

  • The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra high net worth clientele with a robust investment platform.
  • Significant offering of alternative investments inclusive of private equity, real estate, hedge funds and other non-marketable investment opportunities.
  • Extensive technical training and mentorship  provided in a collegial, growth oriented culture.
  • Competitive compensation package including a significant base salary, performance and profit based bonuses, generous business development incentives. 

Clear Path to equity/ partnership

Requirements

  • 10+ years wealth/investment management experience
  • Top Tier Undergrad or Graduate Schooling, MBA preferred
  • Advanced designation such as CFP, CPA or CFA
APPLY NOW
View All Open Positions