Job Description

Harrison Gray Search has partnered with one of the leading wealth management firms in the world to find a Vice President - Financial Advisor in San Francisco, California. Our client was established over 50 years ago and ranks among the leading investment management firms in the world with over $600 billion in assets under management.

Our ideal candidate has up to 5 years of Financial Advisort experience or 10-15 years of sales leadership experience. Having a Financial Advising Background is not necessary should you have excellent sales experience and a well cultivated network.

Responsibilities

The Financial Advisor (“Advisor” or “FA”) is a critical member of our client’s management team. The principal role of the advisor is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence. Advisors are also responsible for maintaining close, ongoing relationships with their existing clients.

Advisors work closely with clients who have the benefit of substantial assets, but the burden of significant complexity. Advisors, partnering with the firm’s planning and investment professionals begin with a discovery process that delves into the client’s values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the advisor to work with clients on implementing investment strategies tied to these objectives, and help clients cultivate the next generation as stewards of family wealth.

Qualifications

What makes our client’s advisors unique is their backgrounds are as varied as their clients. Their most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes, global families, artists, and collectors.

Key qualities found in exceptional Financial Advisors include:

• Entrepreneurial Spirit

• Intellectual Curiosity

• High Emotional Quotient (“EQ”)

• Drive for Success

• Excellent Interpersonal and Communication Skills

• Spirit of Generosity in Working with and Within Their Community

• Structure and Discipline

…and The Following Qualifications

• An existing network that can be continuously cultivated and expanded within the community

• Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors

• Experience advising clients and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions

• Comfortable interacting with individuals of significant wealth

• Trustworthiness and personal integrity that is beyond reproach

• Strong academic credentials

• A minimum of seven years of relevant work experience in finance, sales, entrepreneurship or private wealth management

People of color, women, and those who identify as LGBTQ people are encouraged to apply. Our client does not discriminate against any employee or applicant for employment on the basis of race, color, religion, creed, ancestry, national origin, sex, age, disability, marital status, citizenship status, sexual orientation, gender identity, military or veteran status or any other basis that is prohibited by applicable law.

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