Job Details
Senior Financial Advisor
Location: San Francisco Bay Area
Our client, an established and fast-growing wealth management firm with over $20B AUM, is seeking an experienced Financial Advisor to join their team. The ideal candidate must have experience serving high net worth individuals and a mastery of traditional investment policy planning, asset allocation and portfolio implementation. Above all, the Senior Financial Advisor will be dedicated to developing best-in-class client service. The Firm will support the candidate s entrepreneurship and facilitate their growth as well as provide access to unique direct investment and co-investment opportunities.
Responsibilities
- Provide a high level of individualized, comprehensive services and investment strategies to clients
- Demonstrated long-standing client retention and ability to maintain and grow a book of business
- Deliver presentations and create proposals to prospective clients
- Build brand awareness and market services
- Maintain high level of financial and industry knowledge
- Utilize established referral network and network with referral sources
- Work with home office to allocate and manage clients financial interests
- Service clients, oversee portfolio management and client retention
Qualifications
- Bachelor s degree and minimum of ten years of experience in wealth management, financial advisory or other financial services with a history of success
- CFP or CFA preferred but not required
- Demonstrated ability to work both independently and as a team to achieve shared goals
- Knowledge of private equity and alternative investments
- Experience with asset aggregation technology, such as Addepar
- Computer skills: Outlook, Excel, Word and PowerPoint
- Clean background and credit checks
Thank you for your submission. All qualified applicants will be considered.
UBER Search Partners and all our clients are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state, or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.