Bay Area Financial Advisor-US Client Coverage

Bay Area Financial Advisor – Domestic Client Coverage

My Client is aggressively searching to add financial advisors to their offices in the San Francisco Bay Area. Financial advisors in this role will enjoy a referral system that is funnelled from two large financial houses, one of which acts as custodian to many national wire house firms globally. This role is for an advisor who seeks to manage an existing book of business and bring in assets of their own.

Financial advisors in this role for the past year were referred assets totaling more than $100 million. New advisors will benefit from this referral system and enjoy ideal office location in California’s Bay Area. The referral system that my client enjoys is unrivalled in the area and top 1/3 across the industry.

My client is interested in bankers ideally from the banking side who have a good investment background dealing with clients from Domestic US Territories.

Successful applicants will join a rapidly expanding bank in a strong local team. My client already has a dominant position in the local market, and so the right candidates who can bring added value will be rewarded generously for their tacit knowledge.

Successful candidates will join the team in the midst of a growth phase and will report directly in to the Managing Director for the location.

Suitable candidates should have the following experience:

A transferable book of business of at least $20 million in assets
Desire to work in the San Francisco Bay Area
A banking background
Prior financial advisory experience

If interested, please email apply.a33hoj1of3@selbyjennings.aptrack.co.uk with a copy of your resumé in MS Word format for a confidential discussion on the role or call +1 212 209 7310

August 16, 2013 • Tags:  • Posted in: Financial

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