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

dHVTWnFuUlZEUlViQklOMWJQSlhpcHJtV3c9PQ==
  • 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

Get It Recruit - Educational Services

Media Editor - Remote | WFH Job at Get It Recruit - Educational Services

 ...the potential of each learner through our course materials and digital tools. As a privately-held, family-owned company, we focus on what...  ...most: the students. Role Overview: We are seeking a Media Editor to join our team. This role is pivotal in managing and recommending... 

Clean Earth

Water Treatment Operator Job at Clean Earth

 ...waste solutions to retailers, pharmacies, hospitals, government operations, harbors, manufacturers, and consumers. Clean Earth ensures...  ...Loved Workplaces 2022 by Newsweek! Job Description Water Treatment Operator (Environmental Technician II) will be responsible... 

Bloom Partners Talent Solutions

Irrigation Manager (2 Positions) Job at Bloom Partners Talent Solutions

 ...Position: Irrigation Managers (2 Positions) Company: Commercial Full-Service Landscape Company (Confidential) Recruiter: Bloom Talent Solutions Location: Lake Worth, FL Compensation: ~$80k - $100k+ plus bonus ~ Comprehensive Benefits Package (Healthcare... 

Awesome Travel Adventures

Travel Agents Job at Awesome Travel Adventures

 ...planning, and presenting quotes to clients, as we as establishing direct communication with suppliers. Qualifications: No prior experience is necessary, as we will provide comprehensive training to equip you with knowledge and skills required. The ability to work... 

Mayan Journeys

Travel Booking Agent Job at Mayan Journeys

 ...About Us: Mayan JourneysTravel is a leading travel agency dedicated to making travel dreams...  ...cruise lines, resorts, and tour operators. Our agents are passionate about travel and committed to delivering exceptional experiences for clients. Job Description: We are...