Private Wealth Manager
14 hours ago
The Anderson Search Group is seeking a seasoned Wealth Advisor to join their Irvine-based affiliate of a prominent financial institution. This is an exceptional opportunity to leverage the bank's robust internal referral channels to target high-net worth clients and prospects in the Irvine market.
About the Role:
- As a Wealth Advisor, you will have access to the commercial and corporate bank clients, providing a unique opportunity to build a book of business.
- You will be responsible for identifying and developing relationships with high-net worth individuals, utilizing the bank's internal channels and partners to drive growth.
- A clean U4 and Series 7, 6, and 63 or 66, and Life and Health Insurance licenses are required, with CFP certification preferred but not necessary.
- Proven ability to build a book of business to at least $60 million AUM in fee-based business is essential.
- Experience working with high-net worth clients and utilizing internal bank channels and partners is highly valued.
What We Offer:
- A generous base salary and uncapped incentive plan.
- A dynamic and supportive work environment with opportunities for growth and development.
- The chance to work with a reputable financial institution and contribute to the success of the private wealth division.
About Us:
The Anderson Search Group is an equal opportunity employer, committed to diversity and inclusion. We believe in creating a workplace that is inclusive, respectful, and supportive of all employees. 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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