VP, Wealth Management Advisor - San Jose Area

The Wealth Management Advisor builds deeper client connections by developing comprehensive financial plans and wealth strategies. These plans focus on future goals and cash flow needs through sound and efficient savings, investment, and tax strategies. This is a senior level position responsible for successfully implementing wealth management, trust and estate planning to individuals while maintaining a high level of outstanding service to drive client loyalty. Private Wealth Management brings together retirement, investment, tax, and estate planning strategies to help clients protect, grow, and transfer wealth. Working as a dedicated team of specialists, Private Wealth Management takes a personalized approach to helping clients define long-term goals and develop strategies to achieve them.

Responsibilities

Build deeper client connections by developing comprehensive financial plans and wealth strategies; Implement wealth management, trust and estate planning for individuals while maintaining a high level of service to drive client loyalty; Develop investment strategies; Conduct ongoing portfolio reviews; Align financial plans with retirement, tax, estate, and wealth preservation objectives; Partner with financial planning, investment, and service professionals to deliver an integrated client experience and drive business growth

Requirements

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire; Minimum 12 years of financial service experience, to include complex planning and sophisticated product offerings; A sound understanding of the Broker/Dealer and RIA marketplace; Bachelor's Degree required; Ability to implement key elements of the Wealth planning process including Investment Trust Strategy, Retirement Planning, Income Protection, Asset Protection, and Family Assistance; Demonstrated expertise in portfolio management theory, financial principles, investment strategies, global markets, and investment products, paired with strong communication skills and executive presence; Extensive and successful experience in building, articulating, executing, and managing multi-generational financial plans to solve complex investment and tax needs; An entrepreneurial spirit and the ability to work collaboratively across an organization to achieve results

Benefits

Comprehensive health care coverage and emotional well-being support; Market-leading retirement plan; Generous paid time off and parental leave; Charitable giving employee match program; Educational assistance including student loan repayment, tuition reimbursement, and learning resources