Confidential
Senior Vice President, Client Advisory
Confidential, San Diego, California, United States, 92101
Senior Vice President, Client Advisory
About the Company
Nationally recognized independent investment advisory firm
Industry Investment Management
Type Privately Held
About the Role
The Company is seeking an SVP, Client Advisor to join their team. The successful candidate will be the primary relationship manager for affluent and ultra-high-net-worth clients, delivering comprehensive wealth strategies that encompass investments, estate planning, tax efficiency, and risk management. This role also involves accessing family office resources, collaborating with internal teams to ensure seamless client service, and driving organic growth through deepening relationships and generating referrals. The ideal candidate should have over 10 years' of experience in wealth advisory, with a strong preference for those holding a CFP® designation, and a background in planning and investment with the ability to integrate tax and estate strategies.
This is a unique opportunity to work with a firm that offers the personalized service of a boutique with the sophisticated infrastructure of a family office, providing the successful candidate with the ability to deliver holistic solutions for high-net-worth and ultra-high-net-worth clients. The role requires an individual with an entrepreneurial, growth-oriented mindset, and a proven ability to build trusted client relationships. The company is independent and employee-owned, ensuring full fiduciary alignment and no product conflicts. They have a long-standing, collaborative advisor culture and offer long-term career growth with equity options. The position is available at multiple offices nationwide, with hybrid and remote flexibility.
Travel Percent Less than 10%
Functions
Finance Strategy
About the Company
Nationally recognized independent investment advisory firm
Industry Investment Management
Type Privately Held
About the Role
The Company is seeking an SVP, Client Advisor to join their team. The successful candidate will be the primary relationship manager for affluent and ultra-high-net-worth clients, delivering comprehensive wealth strategies that encompass investments, estate planning, tax efficiency, and risk management. This role also involves accessing family office resources, collaborating with internal teams to ensure seamless client service, and driving organic growth through deepening relationships and generating referrals. The ideal candidate should have over 10 years' of experience in wealth advisory, with a strong preference for those holding a CFP® designation, and a background in planning and investment with the ability to integrate tax and estate strategies.
This is a unique opportunity to work with a firm that offers the personalized service of a boutique with the sophisticated infrastructure of a family office, providing the successful candidate with the ability to deliver holistic solutions for high-net-worth and ultra-high-net-worth clients. The role requires an individual with an entrepreneurial, growth-oriented mindset, and a proven ability to build trusted client relationships. The company is independent and employee-owned, ensuring full fiduciary alignment and no product conflicts. They have a long-standing, collaborative advisor culture and offer long-term career growth with equity options. The position is available at multiple offices nationwide, with hybrid and remote flexibility.
Travel Percent Less than 10%
Functions
Finance Strategy