Talent Focus Executive Search and Consulting · 1 week ago
High Net-worth Wealth Advisor (San Francisco)
San Francisco Bay Area
Full-time
Onsite
Senior Level
$125K/yr - $175K/yr
5+ years expTalent Focus is proud to partner with a prestigious national wealth management firm to appoint a high-caliber Wealth Advisor to its growing High Net-Worth Private Client practice in San Francisco. This role involves serving as a trusted financial partner to high-net-worth clients and delivering tailored wealth, investment, and estate planning advice.
Professional ServicesRecruiting
Hiring Manager
Luke Rodwell
Responsibilities
Serve as a trusted financial partner to high-net-worth clients
Deliver tailored wealth, investment, and estate planning advice
Leverage institutional-grade research, tools, and support
Build enduring relationships that span generations
Qualification
Required
5–10 years' success advising high-net-worth clients
An established book of business or network of HNWI prospects
Deep knowledge of capital markets & planning strategies
High EQ, integrity, and ambition to grow with a top-tier firm
Benefits
Best-in-class tools and investment access
Ongoing training and career support
Company
Talent Focus Executive Search and Consulting
Talent Focus Executive Search (www.talentfocus.co.uk) partners with its clients to identify and attract talented Managers, Executives and Non-Executives to their organisations, both in the UK and Internationally.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase