Regional VP, Wealth Management & Partnerships (CA)
sourcing solutions recruitingMillbrae, CA
Regional VP, Wealth Management & Partnerships (CA)
sourcing solutions recruitingMillbrae, CA
yesterday
Occupations
Personal Financial AdvisorsFinancial ManagersSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesAdministrative Management and General Management Consulting ServicesAbout the role
A leading financial services firm is seeking an RVP – Wealth Management Consultant to expand referral partnerships and cultivate client relationships in the San Francisco area. The ideal candidate should possess a Bachelor’s degree in finance, 5+ years of sales experience, and strong investment management knowledge. Responsibilities include overseeing onboarding processes and coordinating with advisors. Competitive compensation package with flexible work arrangements offered.
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JOB OVERVIEW
Experience level
Senior
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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