VP Financial Advisor
VP Financial Advisor
A rapidly growing wealth management team overseeing approximately $3.5B in assets under management is seeking an experienced VP Financial Advisor located in South San Francisco or within a 25-mile radius.
This individual will primarily focus on generating new business by closing high-quality referral leads through established Custodian Referral Programs and marketing-generated opportunities. In addition, the advisor will manage and service an existing book of sophisticated high-net-worth and ultra-high-net-worth clients.
Position Overview
This is not a pure financial planning role. The ideal candidate is a highly polished, growth-oriented wealth advisor with strong business development capabilities, excellent client relationship skills, and the ability to close affluent prospective clients.
This team is one of the firm’s fastest-growing offices and currently receives a significant volume of qualified HNW and UHNW leads. Due to continued expansion and advisor capacity constraints, there is substantial opportunity for long-term growth and career advancement.
What This Role Really Is
- Producing wealth advisor role
- Strong consultative sales and business development focus
- Opportunity to monetize warm inbound and referral-based leads
- Relationship management with sophisticated HNW/UHNW clients
- Entrepreneurial environment with significant upside potential
- Client-facing leadership opportunity within a rapidly growing team
Key Responsibilities
- Develop new business through referral and marketing-generated opportunities
- Manage and deepen relationships with HNW and UHNW clients
- Deliver sophisticated financial planning and investment management guidance
- Conduct client meetings and present complex financial concepts clearly
- Build and scale long-term client relationships
- Collaborate within a high-performing advisory team environment
- Travel throughout the Bay Area as needed to support client relationships
Ideal Candidate Background
- Minimum 8+ years of experience as a Senior Financial Advisor
- Extensive experience in financial planning and investment management
- Strong business development and sales capabilities
- Proven success managing sophisticated HNW/UHNW relationships
- Experience building and scaling a book of business
- Strong communication, presentation, and relationship management skills
- CFP, CFA, or CPA designation required
- Active Series 65 license required
- Mandarin-speaking strongly preferred
- Clean U4 with no disclosures
- Credit score above 650 required
- Demonstrated career stability with long tenures at prior firms
- No significant employment gaps
- Must reside within 25 miles of South San Francisco
- Must be comfortable with an in-office environment and regional travel
Compensation & Benefits
- Base salary ranging from $150,000-$175,000, with potential flexibility for exceptional candidates
- Discretionary annual bonus up to 20% of base salary during first two years
- Significant variable compensation opportunity tied to lead conversion and production
- Strong upside potential for advisors capable of closing and growing affluent client relationships
- Long-term earnings growth opportunity estimated at $350K-$400K+ for successful producers
What Makes This Opportunity Attractive
- One of the fastest-growing advisory teams in the region
- Approximately $3.5B in AUM
- High volume of qualified HNW/UHNW referral leads
- Strong marketing and referral infrastructure already in place
- Significant growth runway and advancement potential
- Supported growth environment versus fully self-sourced business development
- Opportunity to accelerate long-term earnings growth substantially
Candidate Profile We Are Seeking
We are looking for advisors who are:
- Highly polished and client-facing
- Strong communicators with executive presence
- Growth-oriented and entrepreneurial
- Comfortable working with affluent clients
- Strong in consultative sales environments
- Motivated by long-term upside and career advancement
- Capable of converting high-quality referral opportunities into long-term client relationships
Next Steps
If you’re interested in learning more about this opportunity, please schedule a confidential conversation here:
https://calendly.com/anna-brok...
You can also send your resume directly to [email protected].
Please send your resume prior to the meeting, as appointments may need to be rescheduled if a resume is not received beforehand.
