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- Support High Producing Private Wealth Advisor
- Follow up on leads, prepare marketing materials, plan for client meetings, brainstorm new ideas, etc.
- Client is looking for a high level, energetic individual who is ready for the next step in their sales career
- Requires 4 - 8 years of experience in Wealth Management or Sales
- Salary: $175,000-$225,000
Vice President - San Francisco, CA, United States - ECG Resources, Inc.
Description
Privately Held Multi-Trillion Dollar Investment Firm seeks a VP/Financial 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.
VP/Financial Advisor Position: