Senior Wealth Advisor- HNW

Growing independent 4B+ AUM Independent RIA seeks a Senior Financial Advisor to serve high-net-worth individuals and families throughout the Bay Area.

Highlights

• Focus on advising clients rather than prospecting, supported by a dedicated business development team
• Advisors work within a planning-focused environment with a robust and comprehensive investment offering including in-house research capabilities
• Serve high net worth and ultra-high net worth Bay Area individuals and families with sophisticated planning needs, including tax, estate, and equity compensation planning
• Flexible hybrid schedule with approximately 50% in-office attendance
• Compensation
• Financial Advisor $150,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation
• Senior Financial Advisor $300,000+ first year compensation package including a significant base salary, as well as incentives tied to new assets, referrals, and business development participation

Requirements

• Experience serving high-net-worth individuals and families
• Strong financial planning and relationship management skills