Wealth Adviser

Expiring today

Recruiter
Checchi Capital Advisers, LLC
Location
Beverly Hills, California
Salary
Base salary plus revenue sharing
Posted
13 Jul 2022
Closes
12 Aug 2022
Certifications
Passed CFA Level I
Employment Type
Full Time
Education
Bachelors

Checchi Capital Advisers, LLC ("CCA") is a quantitatively driven, independent Registered Investment Adviser located in Beverly Hills. We are looking to hire a Wealth Adviser to help us advise existing clients, foster new relationships, and grow AUM. 

The candidate must have an entrepreneurial attitude, a strong business development mindset, and an orientation for building relationships to create a client-centric, fee-only, advice-based business.

Once hired, advisors will go through a comprehensive training program that will help them refine a professional narrative, build a business plan, and identify target client profiles/markets to jumpstart their careers at CCA.

Essential Responsibilities:

-Drive AUM by developing relationships with new clients and centers of influence in the greater Southern California area

-Advise and support clients and prospects on investment strategy and wealth planning needs

-Champion CCA’s investment philosophy and strategies throughout the industry and marketplace - educating prospects and clients on capital markets, investment theory, taxes, and estate planning

Qualifications:

-Bachelor’s Degree required, MBA preferred

-An entrepreneurial spirit with high energy and passion; a self-starter

-Excellent written communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear compelling manner

-A competitive but collaborative personality with the ability to work independently and in a team environment

Advantages of Working at CCA:

- Partnership-like compensation structure with the ability to build a business that provides transparent and perpetual payout

-Extensive training and education program with the founding partners of the firm

-Generous expense budget, professionally developed marketing and business development resources

Compensation Structure:

-Base salary commensurate with experience

-Perpetual revenue sharing model

-Bonus structure based on Net New Assets (NNA) acquired

Other Benefits:

-Fully covered Health, Vision, Dental insurance

-401k with firm matching

-Start-up environment with state off the art technology and office space

-Logistical support and resources from a seasoned Operations and Engineering team