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
Newport Beach, CA · On-site
$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 ...
Senior Associate, Firm Operations
Newport Beach, CA · On-site
$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 ...
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 ...
Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)
Menlo Park, CA · On-site
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 ...
Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)
Menlo Park, CA · On-site
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 ...
Estate Planning Partner, UHNW - San Francisco, Los Angeles, Orange County (Hybrid)
Los Angeles, CA · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Lead client relationships alongside senior wealth advisors and serve as the in-house estate ...
Quick apply
Estate Planning Partner, UHNW - San Francisco, Los Angeles, Orange County (Hybrid)
Los Angeles, CA · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Lead client relationships alongside senior wealth advisors and serve as the in-house estate ...
Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)
San Francisco, CA · On-site
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
Associate Wealth Advisor, UHNW (San Francisco/Menlo Park/Walnut Creek/San Jose)
San Francisco, CA · On-site
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 ...
Estate Planning Partner, UHNW - San Francisco, Los Angeles, Orange County (Hybrid)
San Francisco, CA · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Lead client relationships alongside senior wealth advisors and serve as the in-house estate ...
Quick apply
Estate Planning Partner, UHNW - San Francisco, Los Angeles, Orange County (Hybrid)
San Francisco, CA · On-site
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Lead client relationships alongside senior wealth advisors and serve as the in-house estate ...
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 ...
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 ...
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 ...
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 ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... You will lead engagements alongside senior wealth advisors and other Regis team members, with ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... You will lead engagements alongside senior wealth advisors and other Regis team members, with ...
Tax Manager (California)
Santa Barbara, CA · Hybrid
$123K - $161K/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)
Santa Barbara, CA · Hybrid
$123K - $161K/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 ...
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 ...
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 (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 ...
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 ...
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 ...
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 ...
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... You will lead engagements alongside senior wealth advisors and other Regis team members, with ...
Quick apply
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... You will lead engagements alongside senior wealth advisors and other Regis team members, with ...
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 ...
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 ...
Tax Manager - West Coast
Newport Beach, CA · On-site +1
$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
Newport Beach, CA · On-site +1
$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 ...
Senior Client Service Associate
Los Angeles, CA · On-site
$125K - $175K/yr
... Senior Client Service / Advisory Associate (CSA) to help their elite team scale. This firm has ... an established RIA and/or Brokerage Firm. * Industry Knowledge: A strong, comprehensive ...
Senior Client Service Associate
Los Angeles, CA · On-site
$125K - $175K/yr
... Senior Client Service / Advisory Associate (CSA) to help their elite team scale. This firm has ... an established RIA and/or Brokerage Firm. * Industry Knowledge: A strong, comprehensive ...
Client 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 ...
Client 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 ...
Senior Ria Firm information
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$400K/yr
Full-time
Re-posted 15 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