Talent Group · 4 hours ago
Private Wealth Management Advisor
Stockton, CA
Full-time
Onsite
Senior Level
$85K/yr - $120K/yr
5+ years expTalent Group is seeking a seasoned Private Wealth Management Advisor to join their team, specializing in guiding high-net-worth clients through personalized financial strategies. This role is pivotal in delivering expert advice on investment planning, estate management, tax optimization, and comprehensive wealth management solutions to help clients realize their financial aspirations.
Staffing & Recruiting
Responsibilities
Serve as the principal advisor for high-net-worth clients, fostering and sustaining enduring relationships
Conduct thorough consultations to discern clients' financial contexts, objectives, and risk appetites
Maintain regular communication to review strategies, update on portfolio progress, and navigate client inquiries
Design and execute bespoke financial plans encompassing retirement, estate, and tax planning
Evaluate financial scenarios to suggest suitable asset allocations and investment methodologies
Collaborate with estate planners, tax experts, and legal advisors to align financial strategies with client objectives
Expand client base through strategic networking, referrals, and partnerships with attorneys and accountants
Conduct seminars and participate in industry and community events to elevate the firm’s wealth management profile
Manage a pipeline of prospective clients while monitoring development activities
Ensure adherence to all regulatory requirements and internal policies in client interactions
Maintain precise documentation for client accounts, transactions, and financial plans
Coordinate with operational staff to facilitate seamless administrative processes, including account management
Qualification
Required
Bachelor's degree in finance, Economics, Business, or a related discipline; a Master's or MBA is highly regarded
Professional certifications such as CFP or CFA are required
Possession of Series 7, Series 66, or equivalent licenses, alongside an Insurance License
5-7 years of proven experience in wealth management or financial advising, with a focus on high-net-worth clients
In-depth knowledge of investment strategies, market dynamics, and tax and estate planning
Benefits
Comprehensive benefits package available.
Company
Talent Group
At Talent Group, we specialize in executive placement with a personalized, relationship-driven approach.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase