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

dGFwWm5NM2NZeXBwWm1QUnU4eDh4akR1MFE9PQ==
  • ECG Resources
  • San Francisco, CA

Job Description

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.

  • 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
  • Qualified individuals require a track record of success
  • Target clients are in the 5mm to 100mm+ level
  • No portable book required
  • Salary: $300,000-$325,000 plus incentive compensation

Job Tags

Similar Jobs

The Archdiocese of Milwaukee

Religious Formation Assistant Job at The Archdiocese of Milwaukee

 ...This position will provide up to 16 hours of weekly office support, for an annual 10...  ...Provides reception services during class times (phone, email, resources, accurateinformation...  ...Parishes - Office/ClericalEmployment TypePart TimeNotesTo ApplyInstructions... 

First American Bank

Human Resources Onboarding Specialist Job at First American Bank

 ...collaboration with Employee Relations. Flexible work from home options available. DUTIES &...  ...and grammar. Maintain credibility through professional demeanor, appearance,...  ...onboarding activities. Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional... 

LaQuinta Inn & Suites Lexington South

Breakfast Server Job at LaQuinta Inn & Suites Lexington South

We're looking for a breakfast attendant with excellent people skills who is motivated and attentive to provide our guests with a memorable dining experience. You will be in charge of setting up and breaking down the breakfast buffet each morning while ensuring that fruits... 

Watermark Risk Management International

Recruiter Job at Watermark Risk Management International

 ...follow up. Implement sourcing tools and techniques such as online social networking, Boolean searches or leveraging AI to mine...  ...experience, preferably for a federal or defense contractor or staffing agency Demonstrated recruiting success managing a high volume req... 

JBS

MARKETING BRAND MANAGER Job at JBS

DescriptionPosition at JBS USAMarketing Brand ManagerPurpose and Scope/General Summary: JBS is looking for a passionate and determined Marketing Brand Manager, reporting to the Director or Marketing. The Marketing Brand Manager is primarily responsible for...