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Brighton Jones
San Francisco, CA, United States
Are you ready to make a positive impact on clients, colleagues, and the global community? Do you value commitment, curiosity, continuous growth, compassion, community, and collaboration? Join us at Brighton Jones; our purpose is to make the world a better place through our clients living richer lives. We are the largest RIA in the Pacific Northwest
Job Source: Brighton JonesDeaf, Inc.
San Francisco, CA, United States
Description Supports the California Field Operations Coordinator for Deaf and Disabled Telecommunications Program (DDTP) by assisting disabled California residents who have difficulty using a standard telephone. The DDTP offers specialized telephone equipment, Traditional Rely Services, and speech generating devices to eligible deaf and disabled Ca
Job Source: Deaf, Inc.Moncler spa
San Francisco, CA, United States
Create an exceptional client experience by way of advising clients in making purchases that satisfy their needs, desires and personal style. Create the ultimate client experience that will cultivate client relationships that are maintained, while achieving/exceeding individual and store goals. RESPONSIBILITIES: Engage with clients in accordance wit
Job Source: Moncler spaLVMH
San Francisco, CA, United States
Poste Overview: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which
Job Source: LVMHLVMH
San Francisco, CA, United States
Poste Overview: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which
Job Source: LVMHMSX International Inc.
San Francisco, CA, United States
Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Title: Technical Advisor Team Lead - San Francisco/ Oakland/ San Jose, CA Location: US Title: Technical Advisor Team Lead Job Type: Full-time with Benefits Who We Are For more than 25 years, MSX International has been a dedicated partner to leading
Job Source: MSX International Inc.One Hour Heating & Air Conditioning of San Diego, CA
San Francisco, CA, United States
About Patch A livable future depends on climate solutions — and those solutions need funding to scale. There is a financial mechanism powerful enough to help drive climate solutions to gigatonne-scale and beyond: carbon credits. Patch is the platform accelerating climate solutions with integrity. Patch technology enables organizations to manag
Job Source: One Hour Heating & Air Conditioning of San Diego, CAComulate
San Francisco, CA, United States
At Comulate , we’re building software that’s creating a radically more exciting future for insurance accounting teams. Our platform, which reinvents a decades-old manual accounting process, is the first step in our vision to transform the $7T insurance industry. Why you should consider joining In less than 18 months, we’ve gone from zero → m
Job Source: ComulateSan Francisco, CA, United States
We are a mature, specialized and successful Wealth Management Advisory firm situated in the TransAmerica Building in San Francisco. We provide high-end investment planning services and seek to find an energetic, detail-minded, and business-oriented Lead Advisor who enjoys finding additional business opportunities.
What you will bring to the firm
As a lead advisor, you will have a leadership role within our firm by finding new clients to expand the existing client base. Successful advisors are ambitious, adaptable, competitive, and seek to grow professionally and personally. If you are results-oriented and seek creative solutions, while having the grit to take ownership of them and implement them, you will be a perfect fit.
Responsibilities
Will develop new business that :
Increase assets under management from an assigned client base
Find new revenue opportunities
Connect to heirs of clients and engage those heirs with firm
Publicly represents the firm’s strategic brand
Engage with team/staff in actions that are consistent with firm branding, service standards and initiatives
In this role, you will participate in a role that maintains the current client base by working with and under the supervision of the senior advisor to:
Be an integral part of the relationship team for the firm
Focus on ongoing client relationship management including client care and delivering on promises made to client
Directly responsible for client satisfaction with firm and retention of client accounts
Responsible for development of technical, relational, and client skills of team members
Maintains familiarity with the industry and economic trends and applies knowledge to client service and relationships
Continue to develop self and colleagues by:
Working collegially and productively with peers and other team members
Committing to ongoing growth of skill set and competencies needed to serve client, firm, and individual success
Competencies
3+ years of business development experience
Ability to connect with clients to ensure they are having the best experience
Financial Services/Wealth Management experience (preferred but not required)
Effective communication and organization skills
What we offer
$90,000-120,000 base salary + competitive bonus structure
We have an exciting and clear vision for growth, driven by strong firm culture and collaboration with other exceptional professionals
We believe in your potential, so we invest in a comprehensive mentorship program to accelerate your professional development
You need to relax, so we offer generous vacation days and the flexibility to take them when you need them – with a team to support you so you come back refreshed and not overwhelmed
Your wellness is important, and we support you with comprehensive medical, dental, vision, and long-term disability coverage in addition to our on-site gym and complimentary yoga instruction
We are financial planners, and we support your financial plan with a 401(k) and profit sharing
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Email Alert for Lead Advisor - San Francisco jobs in San Francisco, CA, United States
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