Private Wealth Advisor
$80k/y-$100k/y
9 days ago
Highlight
OnsiteFull-timeMid
Summary
The Anderson Search Group is seeking a Private Wealth Advisor to join their team in St. George, UT. The role involves managing a significant book of business and leveraging the bank's market share to provide wealth management services.
About the Role
As a Private Wealth Advisor, you will be responsible for managing client relationships, developing investment strategies, and providing financial advice to high-net-worth individuals. You will inherit a $35 million book of business and have the opportunity to grow your client base within a well-established financial institution.
About You
Required:
- Clean U4 and Series 7, 6 and 63 or 66, and Life and Health Insurance licenses.
- Proven ability to have built a book of business to at least $60 million AUM in fee-based business.
Preferred:
- CFP certification.
Benefits
- Generous base salary with an uncapped incentive plan.
- Opportunity for relocation assistance to St. George, Utah.
The Anderson Search Group
Boutique Commercial Banking and Private Wealth Executive Search Firm specializing in placing elite commercial banking talent with the nation's finest financial institutions. Areas of expertise include the placement of commercial lending officers, commercial relationship managers, business development officers, market presidents, market CEO's, market executives, commercial real estate lenders, middle market commercial bankers, lower middle market commercial bankers, upper middle market commercial bankers, corporate bankers, chief banking officers, private client advisors, private bankers, investment advisors, portfolio managers, wealth strategists, trust officers.
St George, UT