Wealth Advisor Wealth Advisor …

FINCO Search
in California City, CA, United States
Permanent, Full time
Be the first to apply
Competitive
FINCO Search
in California City, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Wealth Advisor (Relationship Manager) opportunity for Wealth Management Firm (IFA) in California, US

Title: Relationship Manager (Wealth)
Contract type: Permanent
Salary/Revenue Share: Dependent on book size
Location: California, US

FINCO Search is working with a fee-only, independent Registered Investment Advisor and wealth management firm headquartered in Californial. To date they have built a practice that today manages over $1 billion in AUM. They are looking for a Relationship Manager (Wealth Advisor) to build meaningful client relationships providing an exceptional standard in fiduciary services as part of a hard-working, highly collaborative team.

Duties & Responsibilities

  • At all times, promote the firm’s fiduciary value proposition
  • Serve as relationship management point of contact with clients
  • Understand clients’ personal financial situations and devise sound financial plans to address their goals and challenges
  • Provide advice on investment management / cash flows / retirement planning strategies, etc.
  • Proactively communicate with clients on plan implementation
  • Assist in updating and maintaining financial plans
  • Encourage opportune client referrals

Requirements:

  • Bachelor’s degree, preferably in finance, accounting or financial planning
  • Professional experience with solid client relationship track record
  • Certified Financial Planner (CFP®) certification or engaged in a program to obtain the certification
  • Graduate degree or additional professional designations are a bonus (ChFC, CFA, CPA, MBA)
  • Self-starter with ability to prioritize tasks; demonstrate initiative within a congenial, team-oriented environment; and generate new business

For more information on this opportunity or to enquire as to other mandates then please contact Dan Day:

Email: dan.day@fincosearch.com

Tel: +1 646 813 9703 (US) +44 (0)203 927 5082 (UK)

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