Sr. Wealth Advisor - High Net Worth

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Full-time Position Type
NegotiableHourly Rate

ID: 196 Spencer White & Company: September 19, 2015 12:16 pm


$150K - $195K+        

A bank focusing on Ultra-High-Net-Worth and HNW clientele is seeking a Sr. Wealth Advisor to market and sell wealth management services to prospects, many of whom are existing clients of the bank’s deposit and lending products and services. Relationship Managers and Business Bankers within the institution have formed strong relationships with a wide range of high net worth individuals and leading businesses by meeting their deposit and lending needs with an extraordinary level of service. Wealth Advisors work with these bankers as well our Preferred Banking Offices to identify investment management prospects, help identify client’s financial needs and objectives, and recommend appropriate wealth management solutions.

While the Wealth Advisor’s principal responsibility is to focus on bankers and generate wealth management business from existing clients, the Wealth Advisor will also be expected to generate their own business and source new clients.


  • College degree; advanced degree is a plus;
  • CFP or a CFA is an enhancement, but not required;
  • Should have or be able to qualify for series 7 and 63 licenses.

LOCATIONS: Beverly Hills, Newport Beach & Irvine

Reference Number: 1664-SC-HG

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