Wealth Advisor

7 days left

FINCO Search
California City, USA
16 Apr 2021
16 May 2021
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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

  • 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)