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

M3o4OFE0aG1zNnM3VEJob3FFVk85Mm43Vnc9PQ==
  • 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

IQVIA

Call Center Rep / Pharmacy Tech Support (Remote-Friendly in the US) Job at IQVIA

 ...physicians, and patients. A significant part of our business is providing patient support...  ...that currently we are looking for a 100% remote (work from home-WFH) contract Pharmacy Support...  ...to be converted to an IQVIA full-time employee. #LI-CES #LI-Remote #LI-DNP... 

MATE the Label

Creative Director Job at MATE the Label

 ...Creative Director Location: Los Angeles, CA (Hybrid 3x/week in-office or on set) MATE the Label is looking for an exceptional and forward-thinking Creative Director to join our growing Brand Creative Team. This is a unique opportunity to shape the creative... 

Baptist Health - Central Alabama

Recruiter Job at Baptist Health - Central Alabama

Baptist Health is the largest healthcare system serving central Alabama, providing comprehensive hospital-based and outpatient services to nearly 60 percent of the residents in Montgomery, Autauga and Elmore counties. To learn more about Baptist Health, visit us at Responsible...

Lifepoint Health®

Clinical Liaison Job at Lifepoint Health®

 ...communities we serve. How you'll contribute: A Clinical Liaison (CL) who excels in this role: Assist and coordinate in-take...  ...also offers: Comprehensive Benefits: Multiple levels of medical, dental and vision coverage - with medical plans - tailored benefit... 

Loves Travel Stops & Country Store

Class A Fuel Tanker Driver Job at Loves Travel Stops & Country Store

 ...Req ID:469291 Employee Benefits:* Fuel Your Growth with Love's - company funded tuition...  ...Pay * Career Development * ~ Drivers are paid between $27-$29 per hour depending...  ...other appropriate endorsements (HazMat, Tanker, Doubles/Triples) and state requirements...