A full service, boutique investment advisory firm in La Jolla and LA is expanding nationally with aggressive growth goals. Since 1995, the firm has provided wealth management and investment services tailored to the unique situations of high net-worth individuals. They offer mentoring and a unique environment where advisors can grow quickly. They offer excellent splits, full salary and a tremendous benefits package that most firms do not offer.
Business Development Advisor is a fast paced position dedicated to increasing the number of clients and assets under management. The candidate may initially work under the mentoring of experienced Advisors to hone effective presentation skills, master offerings spanning tax, estate planning and asset management, sharpen consultative selling techniques, and develop best-in-class client service capabilities.
Provide a high level of individualized, comprehensive services and investment strategies to client
Deliver presentations and create proposals to prospective clients
Develop and implement proactive campaigns to identify and prospect future clients
Market financial planning, investment strategy and product to prospective clients.
Build brand awareness and market services.
Schedule and present branch meetings.
Schedule prospect meeting and convert prospects to clients.
Maintain high level of financial and industry knowledge.
Build a referral network and network with referral sources.
Work with home office to allocate and manage client’s financial interests.
Service clients, oversee portfolio management and client retention
Bachelor’s degree and minimum of 3 years of experience in a high growth and dynamic sales environment with results showing success in achieving progressively higher sales related goals
Experience in wealth management, financial advisory or other financial services preferred
Demonstrated ability to work both independently and as a team to achieve shared goals
The ability to think strategically and creatively in a fast-paced environment
Excellent written and verbal communications
Proven ability to self-start, take initiative, work collaboratively and drive results
Clean background and credit checks
Series 7 and 63 preferred
Additional Salary Information: Bonus and commissions
The firm offers excellent splits, full salary and a tremendous benefits package that most firms do not offer.
SUMMARY: A professional recruiter with a unique insight and understanding of client needs due to education and a broad range of professional experience. Extensive experience partnering with small to mid-sized private companies, as well as large publicly held international corporations. Successful track record of securing top employees and building winning teams through clear communication, creat...ive problem-solving and commitment to meeting the demands of top-tier employers in today’s market. A local boutique money management firm in North County San Diego recently retained me as a recruiting consultant to help them meet their aggressive growth goals. Since 1992, the firm has offered a unique culture and hybrid of financial services. Are you a top notch Investment Advisors who would possibly be interested in leaving the wirehouse or independent status to join a rapidly growing and forward thinking firm? They offer excellent splits, full salary and a tremendous benefits package that most brokers do not offer. Send Resumes to firstname.lastname@example.org