We are a mature, specialized and successful Wealth Management Advisory firm situated in the TransAmerica Building in San Francisco. We provide high-end investment planning services and seek to find an energetic, detail-minded, and business-oriented Lead Advisor who enjoys finding additional business opportunities.
What you will bring to the firm
As a lead advisor, you will have a leadership role within our firm by finding new clients to expand the existing client base. Successful advisors are ambitious, adaptable, competitive, and seek to grow professionally and personally. If you are results-oriented and seek creative solutions, while having the grit to take ownership of them and implement them, you will be a perfect fit.
Responsibilities
Will develop new business that:
- Increase assets under management from an assigned client base
- Find new revenue opportunities
- Connect to heirs of clients and engage those heirs with firm
- Publicly represents the firm’s strategic brand
- Engage with team/staff in actions that are consistent with firm branding, service standards and initiatives
In this role, you will participate in a role that maintains the current client base by working with and under the supervision of the senior advisor to:
- Be an integral part of the relationship team for the firm
- Focus on ongoing client relationship management including client care and delivering on promises made to client
- Directly responsible for client satisfaction with firm and retention of client accounts
- Responsible for development of technical, relational, and client skills of team members
- Maintains familiarity with the industry and economic trends and applies knowledge to client service and relationships
Continue to develop self and colleagues by:
- Working collegially and productively with peers and other team members
- Committing to ongoing growth of skill set and competencies needed to serve client, firm, and individual success
Competencies
- 3+ years of business development experience
- Ability to connect with clients to ensure they are having the best experience
- Financial Services/Wealth Management experience (preferred but not required)
- Effective communication and organization skills
What we offer
- $90,000-120,000 base salary + competitive bonus structure
- We have an exciting and clear vision for growth, driven by strong firm culture and collaboration with other exceptional professionals
- We believe in your potential, so we invest in a comprehensive mentorship program to accelerate your professional development
- You need to relax, so we offer generous vacation days and the flexibility to take them when you need them – with a team to support you so you come back refreshed and not overwhelmed
- Your wellness is important, and we support you with comprehensive medical, dental, vision, and long-term disability coverage in addition to our on-site gym and complimentary yoga instruction
- We are financial planners, and we support your financial plan with a 401(k) and profit sharing