Wealth Market Manager – Houston, Texas or Irvine, California

The Anderson Search Group has been retained by a repeat client, an $90 billion financial institution, to identify a Wealth Market Manager for their growing private wealth division. This Top 50 Bank Holding Company has been around for over 150 years with affiliates in California, Arizona, Nevada and Texas.  As the Wealth Market Manager with this bank you will lead the wealth advisor teams in multiple states.  Role can be based in Houston, Irvine, San Diego, or Phoenix.

The Ideal Candidate Shall Possess:

• Clean U4 and Series 7, 63, 65 and General Lines Insurance Agent licenses required
• CFP preferred but not required
• Requires a bachelor's degree and 8 or more years of Advisory Management or other directly related experience leadership experience required
• Experience with high-net worth clients preferred
• Ability to travel required