Managing Director of Wealth Management Jobs, Employment | 16 views

Managing Director of Wealth Management Jobs,

Job Description:

There is an immediate opening for a producing Resident Director in Visalia office. The office is a part of the Silicon Valley Market lead by Market Executive, Ronald Connors and is part of the West Division.


The Resident Director performs a dual role, serving as both a Financial Advisor and a Leader. The ideal candidate should be a successful producer with leadership qualities based on personal relationships and a passion for developing and coaching Financial Advisors and Client Associates. He or she should be motivated to grow the office by leading our firm strategy through the Client Experience Standard, Optimal Practice Model, and Goals-Based Wealth Management. The series 9/10 is not a prerequisite but must be achieved within 90 days of being placed in the role.


Annualized PCs 2,641,790

Annualized Revenue 4,443,000 (as of 10/31/17)

FAs, PMDs & Trainees 5

CAs 2


Visalia is a city situated in the agricultural San Joaquin Valley of California, approximately 230 miles southeast of San Francisco, 190 miles north of Los Angeles, 36 miles west of Sequoia National Park and 43 miles south of Fresno. Once a creekside settlement, Visalia is now a thriving city with over 129,000 inhabitants and has become a community that takes great pride in the small town feel and high quality of life that accompanies big city amenities.

Centrally located in the heart of the San Joaquin Valley, Visalia draws visitors from metropolitan areas with its picturesque communities and stunning landscapes against the backdrop of the Sierra Nevada Mountains. With its rich culture, the prosperous business community, and the thriving agricultural industry, you’ll find a family-friendly environment ideal for work or play.


Interested candidates should have their Director/Managing Director contact Ronald Connors at 408-283-3100.



1st shift (United States of America)

Hours Per Week:


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