Position TitleWealth AdvisorThis role is a great opportunity for a motivated individual to start a private wealth advisory practice in Pasadena. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client acquisition and a strong foundation in wealth planning. The ideal candidate will be prepared to engage in both warm and cold outreach while navigating the complexities of financial planning. This position offers significant potential for growth and development within a supportive team environment.Salary Range$100,000 - $150,000 / Year DOEResponsibilitiesBuild a book of business from the ground upEngage in client meetings and presentationsUtilize marketing and cross‑selling opportunities for lead generationCollaborate with a Portfolio Manager and team for financial planningManage a diverse client portfolio, typically around 50 clientsConduct cold outreach to identify potential clientsLeverage relationships with insurance producers for business growthRequirements5-7+ years as a financial advisor with expertise in wealth planning, investments, and tax strategyProven track record of client acquisition and business developmentExperience with Registered Investment Advisors (RIA)Possession of Series 65 licenseBachelor's degree is strongly preferredCertified Financial Planner (CFP) designation is preferredExperience with MoneyGuide Pro is preferredBenefitsUnlimited PTO, referred to as life/balance PTOOpportunity to acquire company stock with initial shares awarded upon joiningComprehensive HMO and PPO medical optionsAccess to a wide range of benefits through the company#J-18808-Ljbffr
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