SVP-Wealth Advisor

Company: Gilder Search Group
Location: Los Angeles
Posted on: March 19, 2023

Job Description:

Privately Held Multi-Billion Investment Firm seeks SVP-Wealth Advisor in Los Angeles, CA to join a small 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. Position Offers: - Opportunity to be part of a small collegial group (15 members) and build your own practice with robust support services offered by parent company (Multi-billion investment firm) - RIA structure with strong focus on client service and commitment to holistic planning - Trailing commission structure vs. yearly reset on new business goals - Multi year guaranteed compensation structure, with a long term focus on success for their Advisors, in addition to upside potential - No territorial restrictions - Strong growth opportunity with high earning potential - Firm has excellent track record of long term employee and client retention Position Specifications: - Work directly with clients to drive business and expand client base - Meet with prospects and referral sources in order to develop and cultivate a book of business - 10+ years' experience required with a strong track record of developing new business

Keywords: Gilder Search Group, Los Angeles , SVP-Wealth Advisor, Other , Los Angeles, California