Private Wealth Advisor
2 months ago
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.
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Private Wealth Advisor
2 months ago
Sacramento, United States The Anderson Search Group Full timeThe 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...
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Private Wealth Advisor
2 months ago
Sacramento, United States The Anderson Search Group Full timeThe 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...
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Head of Wealth Planning
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J.P. Morgan Wealth Management
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J.P. Morgan Wealth Management
3 weeks ago
Sacramento, United States JPMorgan Chase Full time $66,576At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be...
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Advisor Development Program
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Merrill Financial Solutions Advisor
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Merrill Financial Solutions Advisor
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Financial Advisor
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Sacramento, United States MassMutual Northern California Full timeMassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San MateoWe're looking for Financial Professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than...
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sacramento, United States MassMutual Northern California Full timeMassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San MateoWe're looking for Financial Professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than...
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Senior Mortgage Loan Originator
1 week ago
Sacramento, California, United States AFC Mortgage Full timeAFC Mortgage OpportunityEstimated annual salary: $80,000 - $120,000 based on industry standards and location.We are a growing mortgage brokerage in Sacramento dedicated to helping individuals and families achieve homeownership and build wealth through real estate. Our team prides itself on providing expert guidance, personalized service, and a range of loan...
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Relationship Management
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Sacramento, United States State Street Corporation Full timeThe institutional asset management industry is evolving. Clients need more than products; they need a trusted partner and advisor to help them achieve their goals. State Street Global Advisors (SSGA) is seeking a Client Relationship Manager with institutional client engagement and client experience who can excel in that environment and work with others on...
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Home Finance Specialist
7 days ago
Sacramento, California, United States AFC Mortgage Full timeBecome a Home Finance Specialist at AFC MortgageEstimated annual salary: $80,000 - $120,000 based on industry standards and location.We're a growing mortgage brokerage in Sacramento, committed to helping individuals and families achieve homeownership and build wealth through real estate. Our team delivers expert guidance, personalized service, and a variety...
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