Private Wealth Manager

$350,000 – $700,000 | Bay Area office or fully remote

Wealth Advisor – San Francisco Bay Area

Your clients' equity just vested. Is your firm built for what happens next?

Founders, early employees, and tech executives are creating wealth faster than almost anywhere in the world, and they need advisors who can handle concentrated stock, equity compensation, and liquidity events without missing a beat. Our client, a nationally recognized and fast-growing wealth management firm, is building out its Bay Area presence and wants advisors who can lead those conversations. The right candidates will find the process moves fast.

What the work looks like:

• Advise founders, executives, and early employees on ISOs, NSOs, RSUs, ESPPs, 10b5-1 plans, and QSBS considerations.
• Build pre-IPO, tender-offer, and post-liquidity plans covering tax, diversification, philanthropy, and estate strategy.
• Manage concentrated positions using hedging, exchange funds, direct indexing, and staged diversification.
• Coordinate with in-house tax and estate specialists and clients' outside counsel on gifting, trusts, and charitable vehicles.
• Transition your existing book with full operational support, consistent with your agreements and the Broker Protocol where applicable.
• Generate new relationships through startup ecosystems, VC/PE networks, and professional referral partners.

Why advisors join:

• Independence over your book and client experience, without going it alone.
• A Bay Area office if you want one, or fully remote from any U.S. city.
• Specialist depth in equity comp, concentrated stock, and liquidity planning.
• A seamless transition so clients move smoothly and quickly.
• A modern tech stack, unrestricted investment menu, and institutional research.
• The runway to build a team and a recognized specialty in tech wealth.

Economics:

• A transparent revenue share tied to production, with top-tier economics for advisors who grow.
• Custom transition packages anchored to trailing-12 revenue and transferable assets, which may include upfront and asset-based pieces.

Ideal background:

• 7+ years as a wealth advisor, financial planner, or private client advisor.
• Ideally $75M+ in AUM or $500K+ in trailing-12 revenue; portable assets are not required for every candidate.
• Hands-on experience with equity compensation, concentrated stock, or liquidity events.
• Series 65 or Series 7/66 preferred; CFP®, CFA, or CPWA® a plus.
• Clean regulatory record and a track record of winning new relationships.

Liquidity events don't wait, and neither do the best opportunities. Learn what your book could be worth on an independent platform in a confidential, no-obligation conversation.