Senior Wealth Advisor San Francisco Bay Area Multi-Billion AUM RIA Overview Well established Multi ... The firm has a strong history of success with the SAN platform for over 30 years and is on matrix ...
Senior Wealth Advisor San Francisco Bay Area Multi-Billion AUM RIA Overview Well established Multi ... The firm has a strong history of success with the SAN platform for over 30 years and is on matrix ...
Senior Associate, Firm Operations
$75K - $85K/yr
As a Senior Associate for Beacon Pointe, you will be responsible for the firm-wide administration ... RIA), investment management firm or broker/dealer. * Multi-custodial experience ( Charles Schwab ...
New
Senior Associate, Firm Operations
$75K - $85K/yr
As a Senior Associate for Beacon Pointe, you will be responsible for the firm-wide administration ... RIA), investment management firm or broker/dealer. * Multi-custodial experience ( Charles Schwab ...
New
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to ...
Manager, Client Service
Walnut Creek, CA · Hybrid
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Participate as a member of the Sr. Manager's leadership team along with other managers/directors to ...
Quick apply
Manager, Client Service
Walnut Creek, CA · Hybrid
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Participate as a member of the Sr. Manager's leadership team along with other managers/directors to ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Anticipates the Senior Advisor's needs, manages pre- and post-meeting deliverables, and helps to ...
S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests -- always.* Mercer ...
Quick apply
S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests -- always.* Mercer ...
Tax Manager (Newport Beach, CA)
Irvine, CA · On-site
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
New
Tax Manager (Newport Beach, CA)
Irvine, CA · On-site
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
New
Tax Manager (California)
Los Angeles, CA · Hybrid
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
New
Quick apply
Tax Manager (California)
Los Angeles, CA · Hybrid
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
New
Tax Manager (California)
San Francisco, CA · Hybrid
$130K - $171K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
New
Quick apply
Tax Manager (California)
San Francisco, CA · Hybrid
$130K - $171K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
New
Tax Manager (California)
San Diego, CA · Hybrid
$117K - $154K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
New
Quick apply
Tax Manager (California)
San Diego, CA · Hybrid
$117K - $154K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
New
Tax Manager (California)
Irvine, CA · Hybrid
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
New
Quick apply
Tax Manager (California)
Irvine, CA · Hybrid
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
New
Tax Manager (California)
Newport Beach, CA · Hybrid
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
Quick apply
Tax Manager (California)
Newport Beach, CA · Hybrid
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
Tax Manager (Encino, CA)
Los Angeles, CA · Hybrid
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
Quick apply
Tax Manager (Encino, CA)
Los Angeles, CA · Hybrid
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
Tax Manager - West Coast (Hybrid)
Newport Beach, CA · Hybrid
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
Quick apply
Tax Manager - West Coast (Hybrid)
Newport Beach, CA · Hybrid
$119K - $156K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support ...
Portfolio Manager
Irvine, CA · On-site
$120K - $170K/yr
... multi-team RIA firm. This role combines hands-on portfolio management with leadership ... In addition, the role partners closely with financial advisors, client service teams, and senior ...
Portfolio Manager
Irvine, CA · On-site
$120K - $170K/yr
... multi-team RIA firm. This role combines hands-on portfolio management with leadership ... In addition, the role partners closely with financial advisors, client service teams, and senior ...
Portfolio Manager
$120K - $170K/yr
... multi-team RIA firm. This role combines hands-on portfolio management with leadership ... In addition, the role partners closely with financial advisors, client service teams, and senior ...
Portfolio Manager
$120K - $170K/yr
... multi-team RIA firm. This role combines hands-on portfolio management with leadership ... In addition, the role partners closely with financial advisors, client service teams, and senior ...
Senior Tax Manager
Los Angeles, CA · On-site
Review completed returns and reports to ensure that they meet professional and Firm standards ... RIA Checkpoint are a plus * Excellent writing and communication skills * Ability to adapt and ...
Senior Tax Manager
Los Angeles, CA · On-site
Review completed returns and reports to ensure that they meet professional and Firm standards ... RIA Checkpoint are a plus * Excellent writing and communication skills * Ability to adapt and ...
Sr Manager, Technology Consultant- Advisor Services
San Francisco, CA · On-site
$95K - $157K/yr
Its extensive offer includes the RIA Benchmarking Study, immersive multi-week 'Insight to Action ... Facilitate discovery sessions to clarify the firm's vision, client experience goals, and ...
Sr Manager, Technology Consultant- Advisor Services
San Francisco, CA · On-site
$95K - $157K/yr
Its extensive offer includes the RIA Benchmarking Study, immersive multi-week 'Insight to Action ... Facilitate discovery sessions to clarify the firm's vision, client experience goals, and ...
SVP Managed REITS, Midwest
Ladera Ranch, CA · On-site +1
... RIA) channels. This role focuses on managing and growing an assigned book of relationships ... Identifies and pursues new firm relationships to expand the Companys distribution footprint.
SVP Managed REITS, Midwest
Ladera Ranch, CA · On-site +1
... RIA) channels. This role focuses on managing and growing an assigned book of relationships ... Identifies and pursues new firm relationships to expand the Companys distribution footprint.
Senior Financial Advisor
Mountain View, CA · On-site
$135K - $250K/yr
... firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help ... RIA experience is required for lead candidates * BA degree is required for all candidates
Senior Financial Advisor
Mountain View, CA · On-site
$135K - $250K/yr
... firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help ... RIA experience is required for lead candidates * BA degree is required for all candidates
Senior Ria Firm information
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$400K/yr
Other
Re-posted 22 days ago
Job description
Senior Wealth Advisor
San Francisco Bay Area
Multi-Billion AUM RIA
Overview
Well established Multi-Billion AUM and fully independent RIA is seeking a Principal, Strategic Growth in Sausalito, CA to close business within the Schwab Advisor Network and organically. This is a long-term opportunity to become an equity owner and leader at the firm by accelerating the continued buildout of the region through closing custodial channel leads.
The firm has a strong history of success with the SAN platform for over 30 years
and is on matrix with 12 local branches; potential to close 200M+ AUM annually.
Highlights
- Create meaningful relationships with Schwab Advisor Network
- Point of contact for all referral platform leads and assist with driving local organic flows
- Focus on closing high net worth and ultra high net worth clientele with high retention incentivized
- Deep industry and in-house understanding of holistic wealth planning (leading with planning), investment strategies, estate planning, wealth management including tax planning, cross border estate planning, intergenerational wealth planning, executive compensation and philanthropic advisory
- The Firm has process oriented GIPS compliant investment strategies that have outperformed indexes after fees for over 17 years with a highly differentiated Risk Management model and unique performance-based fees
- Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives.
- $400,000+ first year compensation package and clear path to equity.
Requirements
- Familiarity with RIA custodial referral programs
About Leah Yosef International
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Long Beach, NY, US
Year founded
2017