At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here.
Incredible teams doing exceptional work, every day
First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients’ unique needs and support them throughout a lifetime of financial goals.
First Republic Investment Management (FRIM) is an SEC-Registered Investment Adviser (RIA) owned by First Republic Bank. Our team within FRIM traces its roots to Luminous Capital, a fast-growing independent RIA that was purchased by FRIM in December 2012. We work exclusively with high net worth clients. Typical clients include entrepreneurs, corporate executives, non-profits, and partners in venture capital, private equity, real estate, and law.
Our team consists of 21 individuals, including two Wealth Managers and 19 supporting team members. TheDirector will work closely with a Vice President, as well as both Wealth Managers, to support our team’s client relationships.
Common goals, uncommon potential
We are looking for a highly-motivated investment professional to join our Palo Alto-based team as a Director.The Director will work closely with the existing team to manage important elements of the client relationship.
Our team operates as a meritocracy and incentivizes leadership, initiative, and “out-of-the-box” thinking. Overtime, you should expect to cover more complex client relationships and take more of a leading role with clients, acting less as the supporting team member and more as the primary investment adviser.
What you’ll do as a Director, Wealth Management Client Services:
What skills you will use:
Own your work and your career — apply now
Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.
We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture ofextraordinary service, empowerment and stability — that’s the First Republic way.