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Private Wealth Manager
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-27
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant -
Management
Wealth Management
Job Description & How to Apply Below
Overview
Dynamic, fast growing 7B+ Independent RIA is seeking a Senior Wealth Manager to advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
Not a commissioned sales role. No portable book of business required.
Highlights- The Firm has been growing consistently year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
- Build upon the Firm’s extensive success using well proven firm provided referrals to source and manage relationships with high net worth clientele
- Compensation parameters: 120-150 base and above market revenue share, clear track to 400k+ package over time
Above market payouts in perpetuity based on book revenue.
Requirements- CFP is strongly preferred
- 5+ years experience leading relationships with high net worth clientele
Position Requirements
5+ Years
work experience
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