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Private Wealth Advisor

2 months ago

Sacramento CA United States The Anderson Search Group Full time

The Anderson Search Group has been retained by a Sacramento-based affiliate of an $80 billion financial institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's robust internal referral channels in the Sacramento market targeting high-net worth clients and prospects. This person will have access to the commercial and corporate bank clients. NO COLD CALLING This role offers a generous base salary and uncapped incentive plan.

The Ideal Candidate Shall Possess:

  • Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
  • CFP preferred but not required
  • Proven ability to have built their own book of business to at least $60 million AUM in fee based business
  • Experience with high-net worth clients preferred
  • Experience with utilizing internal bank channels and partners preferred

The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.