Wealth Management Advisor

563

Newport Beach, California, US
Base: $121,900.00 - $262,100.00 usd annual; bonus/...
8 years financial services experience
Consultative sales approach
Crm software proficiency
The role serves as a trusted advisor to simplify complexity for Private Bank clients by collaborating to achieve their wealth goals

Job Summary

  • The role serves as a trusted advisor to simplify complexity for Private Bank clients by collaborating to achieve their wealth goals.
  • Candidates must develop and prospect internal and external centers of influence to build a pipeline of new client opportunities.
  • The position offers a total base pay range of $121,900.00 to $262,100.00 USD annually with eligibility for incentive compensation.

Matching Summary

The role serves as a trusted advisor to simplify complexity for Private Bank clients by collaborating to achieve their wealth goals.

Salary

Base: $121,900.00 - $262,100.00 USD Annual; Bonus/Equity: Eligible for incentive compensation based on performance; Benefits: Comprehensive benefits including physical, financial, emotional and social well-being support

Skills & Requirements

Must-have

  • 8 years financial services experience
  • Consultative sales approach
  • CRM software proficiency
  • Client onboarding execution
  • Risk management compliance

Nice-to-have

  • Strong negotiation skills
  • Community organization participation
  • Advanced planning solutions knowledge
  • Third-party advisor collaboration
  • High-performing team leadership

Key Requirements

  • Bachelor's degree required
  • CFP, CFA, CPWA, JD, or CPA certification preferred
  • State life and health insurance licenses required
  • S.A.F.E. Act registration via NMLS required
  • Minimum 8 years sales/client service experience

Work Rights

Not specified

Tailored Resume

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