Private Wealth Advisor
The Anderson Search Group
The Anderson Search Group has been retained by a California affiliate of an $80 billion financial institution to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take advantage of the bank's robust internal referral channels in the San Diego, Irvine and Orange County markets targeting high-net worth clients and prospects. This person will have access to the commercial and corporate bank clients. NO COLD CALLING! This role offers a generous base salary and uncapped incentive plan. Qualifications Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance CFP preferred but not required Proven ability to have built their own book of business to at least $40 million AUM in fee based business Experience with high-net worth clients preferred Experience with utilizing internal bank channels and partners preferred #J-18808-Ljbffr The Anderson Search Group
Vacancy posted 1 day ago
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