AVP, Technology Lead responsible for running health technology platforms at Sun Life. Overseeing delivery and developing high - performing technology teams with a focus on modernization and strategy alignment.
SF
Hybrid VP, Wealth Management Advisor
Posted last month
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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