Hybrid role: 2.5 days a week in your local office
Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding an Investment Relations Advisor to support the firm.
Responsibilities
- Focus on growing clientele and generating new business
- Increase assets under management from new sources
- Develop new revenue opportunities to service new clients more effectively
- Connect with and develop relationships with client’s next generation
- Build COIs (Center of Influences) and produce new clients through those relationships
- Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships
Qualifications
- 2-5 years of experience in Financial Services
- Series 7 License
- Life & Health License
- 2+ years of experience in sales and/or business development
- Understanding and ability to articulate Financial Planning
Compensation
- $65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.
- Hybrid role: 2.5 days a week in your local office
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
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