Senior Private Wealth Advisor, Practice Lead - Bay area

Responsibilities

• Serve as lead advisor within a dedicated client team
• Deliver first-class client experience regarding financial planning and onboarding
• Manage client relationships through proactive communication
• Retain and grow assets under management
• Act as liaison between clients and internal departments
• Cook up and implement tailored investment strategies for clients
• Cook up and coordinate effectively with advisory team and stakeholders

Qualifications

• 10+ years experience in financial services and client experience
• Demonstrated success with high-net-worth clients
• Experience with client interactions, showcasing professionalism
• Advanced knowledge of wealth management strategies and financial planning
• Excellent communication and interpersonal skills
• Ability to manage multiple client needs and time-sensitive tasks
• Bachelor's degree in business or related field; CFP preferred
• FINRA Series 65 and fingerprinting required

Pay

$136,800 – $198,375 annually

Schedule

Remote - US based candidates only, no visa sponsorship available

Benefits

• Medical, dental, vision, and life insurance
• 401(k) retirement savings plan with company matching
• Tuition reimbursement up to $5,250/year
• Business-casual work environment
• Generous paid time off policy and company holidays
• Paid volunteer time yearly
• Leave of absence programs including parental and medical leave

Our Client

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.