Wealth Adviser

Employer
Checchi Capital Advisers, LLC
Location
Beverly Hills, California
Salary
Base salary plus revenue sharing
Posted
Jan 13, 2022
Closes
Feb 12, 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

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