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Senior Vice President, Wealth Advisor

Company: Ecg Resources Inc.
Location: Los Angeles
Posted on: January 16, 2022

Job Description:

Privately Held Multi-Billion Investment Firm seeks SVP-Wealth Advisor in Los Angeles, CA to join a small exclusive Private Client team and serve as primary point of contact for UHNW clients in providing full suite of investment solutions in addition to wealth management services, with a focus ondeveloping and cultivating relationships.Position Offers:

  • Opportunity to be part of a small collegial group (15 members) and build your own practice with robust support services offered by parent company (Multi-billion investment firm)
  • RIA structure with strong focus on client service and commitment to holistic planning
  • Trailing commission structure vs. yearly reset on new business goals
  • Multi year guaranteed compensation structure, with a long term focus on success for their Advisors, in addition to upside potential
  • No territorial restrictions
  • Strong growth opportunity with high earning potential
  • Firm has excellent track record of long term employee and client retentionPosition Specifications:
    • Work directly with clients to drive business and expand client base
    • Meet with prospects and referral sources in order to develop and cultivate a book of business
    • 10+ years' experience required with a strong track record of developing new business
    • No portable book requiredby Jobble

Keywords: Ecg Resources Inc., Los Angeles , Senior Vice President, Wealth Advisor, Executive , Los Angeles, California

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