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Financial Advisor

4 months ago

Palo Alto, United States Leah Yosef International Full time

Overview

Top Tier National Registered Investment Advisor is seeking a Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from the custodial referral channels.


Join the fastest growing region of one of the fastest growing RIAs in the Country.

Not a commissioned sales role. No portable book of business is required.


Highlights

  • Advise clients regarding comprehensive wealth management; tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management.
  • Consistent, year-over-year AUM growth of over 30%.
  • The role is open due to succession planning and an abundance of consistent leads from local Schwab and Fidelity offices throughout the Bay Area.
  • Collegial culture, extensive operational, investment, financial planning, and relationship management support.
  • Hybrid schedule with one day per week in the office
  • Clear path towards partnership and equity


Requirements

  • CFP and 7+ years of wealth management experience including managing relationships with high-net-worth individuals and families