Senior Vice President, Wealth Advisor - Los Angeles, California United States - 43069



JOB DESCRIPTION

Job #: 43069
Title: Senior Vice President, Wealth Advisor
Job Location: Los Angeles, California - United States
Employment Type:
Salary: contact recruiter for details
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


  • No territorial restrictions
  • Strong growth opportunity with high earning potential
  • Firm has excellent track record of long term employee and client retention

JOB DESCRIPTION

Privately Held Multi-Billion Investment Firm seeks SVP-Wealth Advisor in Los Angeles, CA to join a small exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services, with a focus on  developing and cultivating relationships.

 

Position Offers:

  • Opportunity to be part of a small collegial group (15 members) and build your own practice with robust support services offered by parent company (Multi-billion investment firm)
  • RIA structure with strong focus on client service and commitment to holistic planning
  • Trailing commission structure vs. yearly reset on new business goals
  • Multi year guaranteed compensation structure, with a long term focus on success for their Advisors, in addition to upside potential

Position Specifications: 

  • Work directly with clients to drive business and expand client base
  • Meet with prospects and referral sources in order to develop and cultivate a book of business
  • No portable book required

QUALIFICATIONS

10+ years' experience required with a strong track record of developing new business

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

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