Our client, an established, fee-only RIA, is seeking the talent and experience of professionals in the wealth management sector. Wealth and Financial Advisors are all encouraged to consider the autonomy and opportunity that exists within the structure of this RIA. The veterans who have made this company home come from banks, private firms, and wire houses. Collectively, they all agree the service they’re able to offer the clients is second to none.
- Bachelor’s Degree
- 5+ years experience in financial planning, estate planning or relative wealth management experience. (Series 65 licenses or take it and CFP certifications are nice to have)
- With a an ability to grow existing relationships and build new client base.
- Great personal (face to face) communication skills
- Must follow and adhere to all policies, regulations, and compliance.
Location: Sacramento County, California market.
Compensation base + bonus = 100-150k + bonus