Market Leader
$275,000–$275,000 year
On-site · Walnut Creek, California, United States
Walnut Creek, California, United StatesOn-siteFull Time$275,000–$275,000 yearSenior LevelNot SpecifiedSmall
Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Small
Job Summary
Market Leader to manage and mentor a team of ~10 Wealth Advisors in a 2B+ AUM region in Walnut Creek, CA, serving as Lead Wealth Advisor to select high net worth/ultra high net worth clients. Lead regional buildout of the region through custodial referral channels, centers of influence, digital leads, GEO and SEO, collaborating with advisors to drive organic growth. Compensation includes a significant base salary, performance/bonus incentives, and a clear path to equity.
Required Qualifications
- Experience leading Wealth Advisors in a growth-minded, client-centric, entrepreneurial culture
- Track record of providing successful leadership to Wealth Advisors
- Ability to coach a team of ~10 Wealth Advisors
- Experience building out regions and driving organic growth
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