Customer Relationship Management (CRM), Estate Planning, High Net Worth, Investment Management, Investment Strategy, Leadership, People Management, Rich Internet Application (RIA), Succession Planning, Tax Planning, Team Lead/Manager, Wealth Management
LOCATION
San Francisco, CA
POSTED
2 days ago
Senior Wealth Advisor
About the Company
Prominent independent investment management firm
Industry Financial Services
Type Privately Held
About the Role
The Company is in search of a Senior Wealth Advisor to take on a leadership role, providing guidance to a local team of Wealth Advisors and managing existing client relationships. The successful candidate will be responsible for all aspects of holistic wealth planning, with a focus on high net worth and ultra-high net worth clientele. This includes estate planning, wealth management, tax planning, cross-border estate planning, intergenerational wealth planning, executive compensation, and philanthropic advisory. The role also involves leading the team in the continued expansion of the region, particularly in closing custodial channel leads.Applicants for the Senior Wealth Advisor position at the company should be well-versed in RIA custodial referral programs and have a strong background in process-oriented, GIPS-compliant investment strategies. The ideal candidate will have a proven track record of success in the industry, with the ability to infuse inspiration into the team's culture and a clear focus on long-term succession planning and growth initiatives. The role offers a competitive compensation package, including a significant base salary, performance and profit-based bonuses, and business development incentives. A clear path to equity is also part of the package, reflecting the company's commitment to the professional development and success of its team members.
Functions
Finance
About the Company
C
Confidential
American Equity Mortgage, Inc., is one of the nation’s leading mortgage lenders with a proven history of success. For 20 years we have held integrity, leadership, strength and stability making us highly respected in the industry, as well as throughout the communities we serve. We are committed to our customers by specializing in helping people save money through mortgage refinancing, debt consolidation, and home purchase loans.
Our employees are continually growing with our ongoing, coaching culture, training and support along with upward mobility promoting from within our organization. Our commitment to helping others carries into social responsibility to support, assist and empower communities with our private foundation known as AEM Cares, along with our corporate giving program to help and enable charitable causes nationwide reach their goals.