Please scroll down, To apply

RIA Financial Advisor Financial Planner

hiring now

Wall Street Personnel Investment Firm

2021-12-03 08:58:00

Job location Los Angeles, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Well established, tech savvy, highly forward thinking and robust and refreshing RIA (registered investment advisory) Corporate H/Q hub in Los Angeles is doing a nationwide search to recruit and add to their financial advisor network and bring on like minded successful, passionate and highly connected and forward thinking talent to partner with their firm as independent advisors.

This shop has a 70/30 split and provides unsurprassed high - tech and robust home office operations, processes, systems integrations, technology enabled ways of doing business that will translate to you having more time for clients and business development knowing that your team in the home office has your back. It's like going from a one man/woman business to a team of 10 overnight.

If you have a book of business within the RIA world and are performing and looking to move to a forward thinking tech-enabled robust and powerful RIA disruptor then contact me today to learn more about this innovator and disruptor RIA firm that is changing the way people and advisors to business in the wealth planning space.

Note: You must have a minimum of $ 50 Mill AUM and be producing solid revenues to be considered to join this firm as a partner advisor. This is strictly a commissioned only role and you must be passionate about financial planning and wealth management. The firm does not hold licenses.

Job Type: Commission

Experience:

  • Financial Planning: 5 years (Preferred)

Inform a friend!

Top