Private Wealth Advisor
Norman AlexSan Francisco, California, United States
Posted March 4, 2026
Full Time
About the Company
Norman Alex is a global consulting boutique founded in 1997 that specializes in executive search and corporate development across financial services, technology, and related sectors. With offices in major financial hubs—Monaco, Geneva, London, Luxembourg, Miami, Montevideo, Paris—and partners in Dubai and Singapore, the firm delivers customized solutions for recruitment, mergers, acquisitions, and strategic alliances worldwide. Its distinctive approach centers on the human dimension, ensuring that talent acquisition and integration are driven by people-first principles and specialized expertise. By combining deep industry knowledge with a global reach, Norman Alex helps clients navigate complex markets and build high-performance teams that stay ahead of competition.
Job Description
Top producing FA's and teams are recruited for top tier advisors and teams throughout the California market. Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients.
Requirements
- Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US
- Ensure that the proposed solutions maximize the clients needs, goals and objectives
- Responsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team
- Former financial advisors and investment managers
- Experience with High Net Worth clients