Private Wealth Advisor

Privately Held Multi-Trillion Dollar Investment Firm seeks a SVP/Private Wealth Advisor in San Francisco to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing a full suite of investment solutions in addition to wealth management services, with a focus on developing and cultivating relationships.

Responsibilities:

• Work directly with clients to drive business and expand the client base.
• Meet with prospects and referral sources in order to develop and cultivate a book of business.
• Trailing commission structure vs. yearly reset on new business goals.
• Multi-year guaranteed compensation structure, with a long-term focus on success for their Advisors, in addition to upside potential.
• No territorial restrictions.
• Strong growth opportunity with high earning potential.
• Firm has an excellent track record of long-term employee and client retention.
• Qualified individuals require a track record of success.
• Target clients are in the 5mm to 100mm+ level.
• No portable book required.