Private Wealth Advisor jobs in United States
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The Anderson Search Group ยท 1 month ago

Private Wealth Advisor

positionBoise, ID
timeFull-time
remoteOnsite
senioritySenior Level
money$100K/yr - $125K/yr

The Anderson Search Group is seeking a Wealth Advisor for a Boise, Idaho affiliate of a large financial institution. The role involves leveraging the bank's internal referral channels to serve high-net worth clients, without the need for cold calling.

Banking
Hiring Manager
Jeremy Anderson
linkedin

Responsibilities

Identify and target high-net worth clients and prospects
Utilize internal bank channels and partners to build a book of business
Manage existing client relationships and provide tailored financial advice

Qualification

Series 7 licenseSeries 6 licenseSeries 63 licenseLifeHealth InsuranceCFP certificationHigh-net worth experienceBook of business managementUtilizing internal channels

Required

Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance
Proven ability to have built their own book of business to at least $60 million AUM in fee based business

Preferred

CFP preferred but not required
Experience with high-net worth clients preferred
Experience with utilizing internal bank channels and partners preferred

Company

The Anderson Search Group

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Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking talent with the nation's finest financial institutions.
dateFounded in 2011
location
Ada, Michigan, US
people-size2-10 employees
web-link
http://www.andersonsearch.com

Funding

Current Stage
Early Stage

Leadership Team

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Jeremy Anderson
President & CEO
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Company data provided by crunchbase