Wealth Management Advisor strengthening client relationships through comprehensive financial planning and wealth strategies. Responsibility for wealth management, trust, and estate planning with high service levels.
SF
Hybrid VP, Wealth Management Advisor
Posted 2 minutes ago
About the role
- Wealth Management Advisor focused on developing financial plans and driving client relationships. Partnering with branches to implement wealth management strategies and provide superior service across locations in California.
Responsibilities
- Partner with our San Francisco, North Bay and East Bay branches
- Focus on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies
- Implement wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty
- Analyze and create investment strategies for trust/ wealth management customers with ongoing and consistent revision of account objectives
- Coordinate with financial planning associates, investment managers, and service support representatives to deliver an optimized service experience
Requirements
- Series 7, 63, 65, 66 required prior to hire
- Insurance licenses must be obtained within 6 months of hire
- Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings
- A sound understanding of the Broker/Dealer and RIA marketplace
- Bachelor’s Degree required
Benefits
- comprehensive health care coverage
- emotional well-being support
- market-leading retirement
- generous paid time off
- parental leave
- charitable giving employee match program
- educational assistance including student loan repayment
- tuition reimbursement
- learning resources to develop your career
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