Head of Wealth Management

Market Leader, 2B+ AUM RegionSuccession PlanningOverviewTop Tier National Registered Investment Advisor seeks a Market Leader in the Berkely/Walnut Creek region to manage and mentor the local teams of Wealth Advisors while leading the continued buildout of the region through organic growth.HighlightsManage, lead and coach a team of ~10 Wealth Advisors in a 2B+ AUM region, while serving as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clienteleCollaborate with advisors to lead the buildout of the region, running point on leads sourced through custodial referral channels, centers of influence, digital leads, GEO and SEOCompetitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and clear path to equity$275,000+ first year compensation packageRequirementsTrack record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture1877