Private Wealth Advisor Job at ECG Resources, San Francisco, CA

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  • ECG Resources
  • San Francisco, CA

Job Description

Overview Privately Held Multi-Trillion Dollar Investment Firm seeks a SVP/Private Wealth Advisor in San Francisco to join an exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services, with a focus on developing and cultivating relationships. Responsibilities Work directly with clients to drive business and expand client base Meet with prospects and referral sources in order to develop and cultivate a book of business Trailing commission structure vs. yearly reset on new business goals Multi-year guaranteed compensation structure, with a long-term focus on success for their Advisors, in addition to upside potential No territorial restrictions Strong growth opportunity with high earning potential Firm has excellent track record of long-term employee and client retention Qualifications & Expectations Qualified individuals require a track record of success Target clients are in the 5mm to 100mm+ level No portable book required Compensation Salary: $300,000-$325,000 plus incentive compensation #J-18808-Ljbffr ECG Resources

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