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Wealth Management Consultant

2 months ago

Newport Beach, United States RK Partners Full time
Job Overview

Position: Financial Services Advisor

About RK Partners:

RK Partners is a leading financial services organization dedicated to empowering our clients in their pursuit of lasting financial stability. Our tailored strategies are crafted to enhance, safeguard, and preserve our clients' assets through exceptional personalized service and professional expertise. We offer a comprehensive suite of services designed to address your complete financial requirements, including: Financial Planning, Investment Management, Business Strategy, and Insurance Solutions.

If you are a driven individual with previous SALES or BUSINESS DEVELOPMENT experience, and envision a career that provides flexibility, autonomy, and significant impact, a role in financial services may be ideal for you. Our financial advisors receive extensive training, resources, and support to cultivate their practice from the ground up. RK Partners offers continuous learning and development opportunities through workshops and mentorship initiatives.

You will benefit from cutting-edge technology, training, and tools, along with access to a wealth of knowledge in financial products, research, and market trends. You will have the freedom to shape your career path while collaborating with some of the most talented professionals in the financial services sector.

Candidate Profile:

  • Preferably 1-2+ years of experience in sales or business development
  • Strong local market presence & effective prospecting skills (cold calling, networking, etc.)
  • Proven track record of success (can be in sales, athletics, academics, etc.)
  • Motivated by mentorship & teamwork
  • Bachelor's Degree is highly preferred or equivalent professional experience

Desirable Qualifications:

  • Licenses: CA Life & Health, SIE, Series 7 & Series 66
  • *Licensing will need to be acquired*

Key Responsibilities:

  • Establish and nurture strong relationships with clients to comprehend their financial aspirations and needs
  • Deliver comprehensive financial planning and investment guidance to clients, encompassing wealth management, estate planning, retirement strategies, insurance, and tax planning
  • Remain informed about market developments, economic trends, and investment options
  • Collaborate with other professionals, such as attorneys and accountants, to provide integrated financial solutions

Compensation & Benefits:

  • Base Salary, Commissions, Bonuses & Incentive programs
  • Diverse range of broker/dealer & investment advisory platforms
  • Dedicated transition assistance & leadership development opportunities
  • Support from product specialists & practice management coaches
  • Flexible scheduling, company-sponsored luncheons/events

Job Type: Full-time

Compensation: $55,000 - $75,000.00 annually

Benefits Offered:

  • Flexible work schedule
  • Professional development support
  • Referral incentives

Compensation Structure:

  • Bonus opportunities
  • Commission-based pay

Weekly Schedule:

  • Monday to Friday

Work Environment:

  • In-person
  • Office-based