Director Wealth Management

1 week ago


Alameda, CA, United States Leah Yosef International Full time

Director of Wealth Management

Sonoma Counties

Independent RIA

Overview

Well established and dynamic Independent RIA seeks a Director of Wealth Management with a passion for leadership to inspire the team of Wealth Advisors and spearhead strategic growth initiatives.

Clear and well-trodden path to partnership as the firm continues to expand ownership within the next generation of leaders

The Opportunity

  • Coach, mentor, and collaborate with a team of high-performing Wealth Advisors to ensure the optimal client experience
  • Advance growth initiatives throughout the firm including talent acquisition, tuck-in advisors, and business development to lead the firm to the next level of performance
  • Extensive collaboration with the Executive Committee and Operations Team
  • Collegial culture that values diversity, equity, and inclusion
  • Work-life balance inclusive of a hybrid schedule
  • $250,000+ compensation package
  • Relocation package available

Requirements

  • 5+ years of wealth management leadership
  • Prior experience asa Wealth Advisor a plus

1766



  • Alameda, CA, United States Twin Peaks Wealth Advisors LLC Full time

    Job Title: Lead Financial AdvisorLocation: Primarily Remote (with in-person client meetings, events, and quarterly team offsites)Employment Type: Full-TimeCompensation: $150,000 base salary + bonus (production/revenue-based)About Twin Peaks Wealth AdvisorsWe're a fast-growing, entrepreneurial firm that values accountability, proactive thinking, and...

  • Wealth Manager

    1 week ago


    Alameda, CA, United States Madison Professional Group Full time

    LOCAL CANDIDATESOur client is a national leader in the broker-dealer space, known for their investment in their employees and exceptional work environment. They have received numerous awards for employee satisfaction and are recognized as one of the best broker-dealers in the industry. They are seeking a Wealth Managers throughout the San Francisco, Walnut...


  • Alameda, CA, United States Talent Focus Executive Search and Consulting Full time

    Now Hiring: Wealth Advisor - High Net-Worth Clients San Francisco | Base Salary + Commission Ongoing Expansion | Global Wealth Management AdvisorTalent Focus is proud to partner with a prestigious national wealth management firm to appoint a high-caliber Wealth Advisor to its growing High Net-Worth Private Client practice in San Francisco.This is an...


  • Alameda, CA, United States Century Group Full time

    Century Group is excited to partner with a leader in Affordable Housing to help them find a top notch Director of Asset Management to join their East Bay team! The Director of Asset Management will have oversight of all asset management functions of the organization and its affiliates. Hybrid schedule - 3 days/ week onsite and 2 remote Exact compensation may...


  • Alameda, CA, United States Vanir Construction Management Full time

    About Vanir Vanir is a proud minority- and woman-owned company, recognized as a national leader in program, project and construction management (PMCM) and real estate development. Since 1964, we have consistently exceeded client expectations. Ranked as a top PMCM firm by Engineering News-Record (ENR) for more than three decades, our award-winning team...


  • Alameda, CA, United States ALAMEDA BOYS AND GIRLS CLUB INC Full time

    Benefits: 401(k) matching Dental insurance Health insurance Paid time off Vision insurance About the Alameda Boys and Girls Club For over 75 years, the Alameda Boys & Girls Club has been a cornerstone of the Alameda community. Our mission is to inspire youth – especially those who need us most - to achieve their full potential in a safe, positive, and...


  • Alameda, CA, United States SF Fire Credit Union Full time

    Where it all began In 1951 SF Fire Credit Union first opened its doors from a modest 10 × 15 office space in 17 Engine. It was from those humble beginnings-where everyone pitched in to help one another in their community-that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a...


  • Alameda, CA, United States SF Fire Credit Union Full time

    Where it all began In 1951 SF Fire Credit Union first opened its doors from a modest 10 × 15 office space in 17 Engine. It was from those humble beginnings-where everyone pitched in to help one another in their community-that the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.7B in assets and a...


  • Alameda, CA, United States Bridge Analytics Full time

    Director of Data Platforms, Bridge Analytics Location: South San Francisco, CA (Hybrid, 2 days/week in office) Organization: Bridge Analytics Level: Senior Director About Bridge Analytics Bridge Analytics is a pioneering, not-for-profit organization with a vital mission: to accelerate the development of therapies for Central Nervous System (CNS) disorders....


  • Alameda, CA, United States Bridge Analytics Full time

    Director of Data Platforms, Bridge Analytics Location: South San Francisco, CA (Hybrid, 2 days/week in office) Organization: Bridge Analytics Level: Senior Director About Bridge Analytics Bridge Analytics is a pioneering, not-for-profit organization with a vital mission: to accelerate the development of therapies for Central Nervous System (CNS) disorders....