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.
SF
Hybrid VP, Wealth Management Advisor
Posted 2 minutes ago
About the role
- 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.
Responsibilities
- Developing comprehensive financial plans and wealth strategies intended for clients
- Driving deeper relationships with clients to manage their situations through life stages and generational wealth transfer
- Analyzing and creating investment strategies for trust/wealth management customers
- Coordinating with financial planning associates, investment managers, and service support representatives to deliver optimized service experience
Requirements
- Extensive financial service experience in the ultra-high net worth space, including complex planning and sophisticated product offerings
- Expertise and advanced certifications: Series 7, 63, 65, 66, and Insurance licenses
- Advanced certifications preferred: CFP®, CPWA®, CIMA®, CAIA®, CFA®, ChFC®, CWS®
- Ability to execute key elements of the wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance
Benefits
- High degree of value in creating and nurturing a work environment that attracts the best talent and reflects commitment to associates
- Diverse and inclusive workplace where unique perspectives and experiences are respected and valued
- Reasonable accommodations for applicants with disabilities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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