60k Salary Plus Bonus to Create Six-Figure Income
Financial Advisor/Wealth Manager
This is a strong fee-based practice with total AUM over $100 million. As this practice continues to grow both organically from client referrals and public marketing efforts, the Regional Vice President has made the decision to hire a Financial Advisor/ Wealth Manager to join the practice.
This individual will be assigned existing clients as well as referrals from existing clients..
To be considered for this opportunity, the ideal candidate will possess the following qualifications:
- Series 7 and 63 registration and California insurance license required;
- Two plus years of customer-facing investment, insurance, and financial planning experience;
- Track record that demonstrates exceptional ability to grow revenue, assets and client base;
- Excellent communication and organizational skills;
- Strong business and investments acumen, and;
- Highly motivated with a demonstrated entrepreneurial spirit
- Enjoy establishing and maintaining genuine rapport and relationships with clients.