Senior Wealth Advisor-California-USA

4 weeks ago

California, United States Park Lane Recruitment Full time
California
Advisor

USA
Senior Wealth Advisor

  • California

  • USA

JOB TYPE:
Full Time (Hybrid)

Job Description:
We are seeking an ambitious, driven, detail-oriented Senior Financial Advisor to join our multidisciplinary wealth advisory team.

The candidate will work closely with our Wealth Advisors and Managers in a team-based setting and will be a critical contributor to our Firm's long-term growth initiatives.


Requirements / Expectations :
A portable practice of high-net-worth clientele
A track record of cultivating new client relationships.
Ability to create or nurture a referral network or referral sources.
Client-driven mindset and a passion for finance and people
High investment and financial planning acumen
Ability to work independently or in a team for the purposes of achieving client goals and driving results.
Strategic and creative thinker who excels in a fast-paced, entrepreneurial environment.
Excellent written and verbal communication skills
Conducts business with high moral and ethical standards.
Strong compliance record
Experience with CRM, project or task management applications, eMoney, and Black Diamond
Proficiency in the Microsoft Office suite (Word, Excel, Outlook)

Why is This a Great Opportunity :


Client currently offers a hybrid work schedule, supports personal and professional growth, and embraces a culture of supporting each other and our clients.

We offer a competitive compensation package and a comprehensive benefits package.

As one of the nation's leading registered investment advisor firms, we support your growth with a collaborative client-first culture and expertise across financial disciplines such as financial planning, investment management, business planning, tax & estate planning.

Whatever business the candidate bring in, there will be a 35% bonus added on top.
Industry(ies) : Banking / Lending/ Financial Services

Primary Skills :
Wealth Management, Financial Management, Investment

Country :

USA
Work Experience (Years): 3-15

Remote Status :
Partially Remote

Client Willing to Sponsor:
No

Degree :
University - Bachelor's Degree/3-4 Year Degree

Relocation Paid :
No

Salary Details

Currency :
US Dollars

Pay Type :
Annual

Pay Rate :

Note :

The client is specifically seeking a Wealth Advisor, not a Wealth Manager who can bring a book of business of at least 20 million to 50 million.

Candidate must have experience in San, Diego market.

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