Please scroll down, To apply

Senior Vice President, Wealth Advisor

hiring now

ECG Resources, Inc.

2021-12-03 07:32:24

Job location Los Angeles, California, United States

Job type: fulltime

Job industry: Banking & Financial Services

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

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
  • 10+ years' experience required with a strong track record of developing new business
  • No portable book required

Inform a friend!

Nearby jobs

Analyst Newport Beach

Front Desk Clerk Agoura Hills

Graphic Designer Long Beach

Top