Posted:
9/18/2024, 9:12:03 AM
Location(s):
San Francisco, California, United States ⋅ California, United States
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Finance & Banking
Evergreen Services Group is a San Francisco based holding company that acquires and operates B2B services companies across North America. Since its founding in late 2017, Evergreen has completed 100+ acquisitions across Managed IT Services, Cybersecurity, Financial Software and Government Services. We are driven by a people first mission to marry capital allocation with inspired operations, thus creating North America’s best home for businesses.
The Evergreen holding company team is comprised of 35+ professionals based in San Francisco who are focused on capital allocation, M&A, executive level hiring, strategic board leadership, and finance and accounting. Evergreen is a uniquely long-term oriented holding company that seeks to hold and grow businesses indefinitely rather than follow the 5-7 year holding period of a typical private equity fund. This allows us to take a truly long-term view on performance and people. Evergreen is backed by Alpine Investors, a leading private equity firm focused on the services and software industries with $16B+ in AUM.
Job Description
As a Senior Financial Advisor/Financial Advisor at an Evergreen-backed operating company, you will be responsible for managing the company’s existing client relationships and formulating and implementing advice. Placed at one of our newly acquired operating companies in the wealth management space, you will also collaborate with Portfolio Managers, Partners, and other experienced Financial Advisors to develop recommendations. S/FAs are expected to partner with the Business Development team to develop new client relationships and to foster working relationships with attorneys, accountants, and other client “centers of influence” (COIs). S/FAs also lead Associate Financial Advisors in client service delivery.
Location: San Francisco Bay Area
Duties and Responsibilities
Qualifications
Salary and Benefits
Compensation
A competitive compensation package will be offered alongside a benefits package.
Evergreen Services Group is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. As an equal opportunity employer, we offer competitive compensation packages, robust benefits and professional growth opportunities aimed at helping to improve our employees' lives and careers.
Website: https://evergreensg.com/
Headquarter Location: San Francisco, California, United States
Employee Count: 1-10
Year Founded: 2017
Last Funding Type: Private Equity
Industries: Finance ⋅ Financial Services ⋅ Information Technology