Wednesday, September 2, 2015

President, Wealth Mgt, Anfield - Newport Beach

President, Wealth Management, Anfield Advisors - Newport Beach

Anfield Advisors, a Newport Beach based wealth management firm with a 6-year operating history, seeks a President to grow the financial advisory business.  The current Founder and CEO wants to focus on the sister company, Anfield Capital Management, a rapidly growing investment management business run by a well-known team of senior executives from PIMCO.  Attractive revenue-based compensation with meaningful equity ownership for qualified candidate.  Full autonomy provided. 

Primary Duties and Responsibilities:
·         Build the wealth management business to a multi hundred million dollar firm through organic growth, recruitment and acquisitions. 
·         Maintain ongoing client relationships and lead in the development of new client relationships with a strong focus on helping clients achieve their investment goals. 
·         Coach and mentor the team of three financial advisors and one business / client relationship manager.
·         Utilize full service, open architecture to provide the optimal client experience.  Anfield uses the Schwab platform.

The Ideal Candidate Should Possess:
·         Minimum of five years related financial planning and client relationship management experience with solid track record of developing new business
·         Bachelors or Masters degree preferred
·         FINRA Series 7, 65 and 63 licenses (or ability to obtain within 120 days of assuming position)
·         Proficient wealth management planning abilities
·         Exceptional client relationship management skills (both internal and external client facing) and strong business development capabilities
·         Demonstrated ability to coach and develop internal business partners
·         Excellent written and verbal communication skills
·         Established network of professional centers of influence (e.g., attorneys, CPAs, business managers, etc.)
·         Self-sustained by existing client book is a strong positive

Interested Candidates should send resumes to

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