What are the responsibilities and job description for the High Net-worth Financial Advisor (San Francisco) position at Talent Focus Executive Search and Consulting?
Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Financial Advisor for their High Net-worth Private Client practice in the vibrant city of San Francisco - this is an ongoing brief, as our client continues to expand.
This is a salaried position plus commission based on new revenue generation.
Your Role
As a Financial Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.
Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.
What We’re Looking For
We are seeking ambitious, client-focused professionals with a strong background in :
- Experience : 5-10 years of proven success in sales, business development, and relationship management.
- Network : An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.
- Skills : Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.
- Character : A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.
Why Join This Opportunity?
If you’re a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!
