Regional VP, Wealth Management & Partnerships (CA)

Posted yesterday

sourcing solutions recruitingMillbrae (CA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About 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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