Silicon Valley, CA
1B+ AUM Independent RIA
1B+ AUM Independent RIA seeks a Wealth Advisor to lead high net worth and ultra-high net worth relationships. Exceptionally collaborative, team-based culture.
Clear path to partnership.
- The firm has purposely built a thoughtful community of high net worth and ultra-high net worth clients and endeavors to be an industry thought leader in all areas of wealth planning.
- The firm has built a culture of honesty and respect built through emphasis on their core values, which include serving with care and compassion, building trusted relationships, and simplifying the complex, among others.
- Competitive compensation package inclusive of base salary, performance bonus, strong profit-sharing pool potential, excellent benefits, and clear path towards equity
- The ideal candidate will bring an additive technical skill set to the team such as tax, estate and/or business succession planning, or deep knowledge unique areas of planning that relates to divorce and/or foreign nationals