Lead Wealth Advisor - Wealth Management Firm

Reach out to Michelle Espejo via email or Linked In for additional information or questions regarding this listing.

Lead Wealth Advisor | Wealth Management Firm | SF;
Hybrid - 2 Days Onsite Our client is a highly regarded wealth management firm serving high-net-worth and ultra-high-net-worth individuals and families. This is an exceptional opportunity to advise sophisticated clients, lead complex relationships, and work alongside a collaborative team dedicated to delivering personalized wealth planning and investment solutions.

Join a growing, relationship-driven firm where you'll have significant client exposure, direct access to leadership, and a clear path for long-term growth. The firm offers a collaborative, low-ego culture, flexible hybrid schedule, strong work-life balance, continuing education support, competitive compensation, bonus, profit sharing, and partnership potential.

Responsibilities Lead and manage complex client relationships as a trusted advisor

Deliver comprehensive wealth management, investment, and financial planning advice

Develop customized investment strategies and long-term planning recommendations

Partner with internal specialists to provide holistic client solutions

Lead client meetings, portfolio reviews, and ongoing relationship management

Oversee onboarding, account activity, and client service execution

Support business development through referrals and relationship building

For fastest consideration, reach out to Michelle Espejo via email or Linked In.