Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Wealth Advisor
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)
Los Angeles, CA · On-site +1
$150K - $180K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This position is also eligible to earn incentive compensation through one of Mercer Advisors ...
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Senior Investment Strategist (Texas; Mountain or Pacific Time Zones)
Los Angeles, CA · On-site +1
$150K - $180K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This position is also eligible to earn incentive compensation through one of Mercer Advisors ...
Apply Early
FINANCIAL ADVISOR (HNW Clients & Comprehensive Financial Planning)
Pasadena, CA · Hybrid
$115K - $150K/yr
Pasadena, CA (Hybrid - 3 days in office) Compensation: Competitive Base Salary + Performance Bonus ... CFP ® certification required, or strong advisory experience with willingness to obtain CFP within ...
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FINANCIAL ADVISOR (HNW Clients & Comprehensive Financial Planning)
Pasadena, CA · Hybrid
$115K - $150K/yr
Pasadena, CA (Hybrid - 3 days in office) Compensation: Competitive Base Salary + Performance Bonus ... CFP ® certification required, or strong advisory experience with willingness to obtain CFP within ...
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VP Financial Advisor
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
Los Angeles, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
Los Angeles, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
San Marino, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
San Marino, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
El Cerrito, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
El Cerrito, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
Los Angeles, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
Los Angeles, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
Client Manager The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial ... Compensation starts at $75,000+ annually and is negotiable at time of offer.
Client Manager The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial ... Compensation starts at $75,000+ annually and is negotiable at time of offer.
VP Financial Advisor
South San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
VP Financial Advisor
South San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
Regional Vice President - Wholesaler (Southern California)
San Diego, CA · On-site
$125K/yr
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
Regional Vice President - Wholesaler (Southern California)
San Diego, CA · On-site
$125K/yr
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
Regional Vice President - Wholesaler (Southern California)
San Diego, CA · On-site
$125K/yr
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
Regional Vice President - Wholesaler (Southern California)
San Diego, CA · On-site
$125K/yr
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
Associate Financial Advisor
$55K - $75K/yr
Actual compensation within this range will depend on qualifications, skills, and credentials ... Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA)
Associate Financial Advisor
$55K - $75K/yr
Actual compensation within this range will depend on qualifications, skills, and credentials ... Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA)
Associate Financial Advisor
San Diego, CA · On-site
$55K - $75K/yr
Actual compensation within this range will depend on qualifications, skills, and credentials ... Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA)
Associate Financial Advisor
San Diego, CA · On-site
$55K - $75K/yr
Actual compensation within this range will depend on qualifications, skills, and credentials ... Advanced designation or working toward obtaining (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA)
Client Coordinator
Calabasas, CA · On-site
$19.25 - $26/hr
... RIA. * Series 65 license and/or Certified Financial Planner (CFP) Our Offer * Competitive compensation package. * Retirement and health benefits. * Transparent career tracks and opportunities for ...
Client Coordinator
Calabasas, CA · On-site
$19.25 - $26/hr
... RIA. * Series 65 license and/or Certified Financial Planner (CFP) Our Offer * Competitive compensation package. * Retirement and health benefits. * Transparent career tracks and opportunities for ...
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and ... Compensation starts at $75,000+ annually and is negotiable at time of offer. #LI-KC1 #LI-Hybrid ...
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and ... Compensation starts at $75,000+ annually and is negotiable at time of offer. #LI-KC1 #LI-Hybrid ...
Experienced Investment Advisor
Santa Monica, CA · On-site
$65/hr
Independent RIA & Insurance Agency * Low-cost trading, internet-based platform Marketing and Leads ... CFP designation program paid by the company * Cutting edge practice management tools including ...
Experienced Investment Advisor
Santa Monica, CA · On-site
$65/hr
Independent RIA & Insurance Agency * Low-cost trading, internet-based platform Marketing and Leads ... CFP designation program paid by the company * Cutting edge practice management tools including ...
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$300K/yr
Other
Retirement
Posted 16 days ago
Job description
Overview
Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage relationships with high net worth clientele including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
No portable book of business required
Clear track toward granted equity
Highlights
- Through extensive marketing and lead generation programs, the firm will spend ~$300,000 annually per new advisor to drive ~200 client meetings a year, with an average close rate of 30%
- Onboard high net worth clientele through an extensive financial planning process and continue to serve as the Lead Wealth Advisor
- The Firm has been growing consistently year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
- Compensation
- $125,000-$150,000 base salary, moving to a revenue based compensation once base is exceeded
- Perpetual revenue share on any existing clients in addition to the base salary (not required)
- Clear and well-trodden path toward being granted equity within 2-3 years. W2, 401k match, excellent benefits.
Requirements
- CFP, CPA, CFA or JD
- 5+ years experience leading relationships with high net worth clientele
About Leah Yosef International
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Long Beach, NY, US
Year founded
2017