Private Wealth Manager

4 days ago


San Francisco, California, United States ECG Resources Full time
Job Overview

ECG Resources is seeking a highly skilled and experienced Private Wealth Advisor to join our team in San Francisco. As a key member of our Private Client group, you will be responsible for providing exceptional investment solutions and wealth management services to our high net worth clients.

Key Responsibilities
  • Develop and maintain strong relationships with clients to drive business growth and expand our client base.
  • Meet with prospects and referral sources to identify new business opportunities and cultivate a book of business.
  • Participate in a trailing commission structure and yearly reset on new business goals.
  • Enjoy a multi-year guaranteed compensation structure with a focus on long-term success and upside potential.
  • Benefit from a flexible compensation package with no territorial restrictions.
  • Take advantage of strong growth opportunities with high earning potential.
  • Join a firm with an excellent track record of long-term employee and client retention.
  • Qualified individuals require a proven track record of success in a similar role.
  • Target clients are high net worth individuals with assets ranging from $5 million to $100 million or more.
  • No portable book is required for this position.
  • Salary: $300,000-$325,000 plus incentive compensation.


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