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Regional VP, Wealth Management & Partnerships; CA
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-27
Listing for:
Sourcing Solutions Recruiting
Full Time
position Listed on 2026-01-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking an RVP – Wealth Management Consultant to expand referral partnerships and cultivate client relationships in the San Francisco area. The ideal candidate should possess a Bachelor’s degree in finance, 5+ years of sales experience, and strong investment management knowledge. Responsibilities include overseeing onboarding processes and coordinating with advisors. Competitive compensation package with flexible work arrangements offered.
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