Senior Vice President of Wealth Management

20M+ Level Clientele OverviewWell established Ultra High Net Worth Private Client Division seeks a Senior Wealth Advisor to build and grow a client base from external networking, extensive internal referral channels and inherited assets from retiring advisors in San Francisco.World renowned investment platform of Fortune 500 Company35B+ Privately Owned RIA; Average client 20M investable assetsThe Firm offers comprehensive financial, estate, tax and retirement planning for ultra high net worth individuals, foundations and endowments including many celebrities, entrepreneurs, and tech professionals. Highlights Multi Billion Dollar AUM teams seeking next generation succession planning; significant near-term opportunity for inherited assetsSubstantial internal flow of leads for new client acquisitionAccess to a full suite of marketing, investment, administrative, compliance, and planning expertise (tax, wealth, estate, philanthropic)Extremely low advisor attrition in a collegial and collaborative culture Compensation package amongst the best in the industry inclusive of: Starting guaranteed compensation in the 200-250k rangeClear track towards 7 figure cash compensationUnlimited travel and entertainment budgetIndustry leading benefits and retirement program

Created: 2025-02-22