Director of Wealth Management
Marin County, CA
Fully Remote
Fast growing 7B+ AUM Independent Wealth Management Firm seeks a Director of Wealth Management to develop and close business that is sourced through a premier custodial referral network.
No cap on upside. Long term payouts in perpetuity.
- Build relationships with Financial Consultants at the Custodial Branches by closing referred leads and positioning the Firm as the comprehensive planning and/or customized investment solution for appropriate clientele
- Ability to lead with either a customized financial planning approach or with deep tactical investment expertise
- Collegial culture with extensive operational, investment, financial planning and relationship management support
Requirements
- 5+ years of progressively higher sales achievements within the Wealth Management arena
- Ideally an understanding of the custodial referral network channel
- Advanced designations such as CFP, JD, CPA or CFA preferred
- Self-starter that thrives in a fast-paced environment