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Job #: 9970 - Wealth Management Advisor - Phoenix AZ - Outstanding Commission Plan!

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JOB DESCRIPTION
Job #: 9970
Status: Active
Title: Wealth Management Advisor - Phoenix AZ - Outstanding Commission Plan!
Job Location: AZ-Phoenix
Southwest (AZ, AR, NM, OK & TX)
Job Categories: Investments/Securities (INSEC)
Industries: All Industries
Base Compensation:
Low: $150,000       High: $300,000
Total Compensation:
Low: $200,000       High: $300,000
Benefits: Normal
Overnight Travel: None Listed
Is Employer Willing to Relocate?: Might Consider
Other Relocation Information: Locally established candidates only, please..
Employment Type: Full Time / Direct Hire
 
Why is This a Great Opportunity?
Our client is a 3rd year boutique advisory firm offering professional money management (RIA) and traditional brokerage services. If you desire to be independent, and to serve your clients in a boutique setting, and if your book consistently generates $400,000+ trailing 12 month revenue, this could be your be your best career move. Superior fee compensation structure.
 
Job Description:
Provide professional money management services and guidance to the affluent wealth management segment; function independently within the firm's structure.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: Driven to success as an independent Advisor or wealth management consultant in a wirehouse or bank wealth management group. Leverage your existing book and contacts to generate revenue and grow by serving the needs of a very affluent client base. Must be well connected and respected within the affluent segment in the local market.
 
Preferred Qualifications: CFP, CFA, CIMA or equivalent
 
Education: Bachelors
 
Certifications: None
 
Licenses: FINRA Registered Rep - Series 7 - Stock Broker; NASAA State Registration / Investment Advisor - Series 63; NASAA State Registration / Investment Advisor - Series 65
 
Total Years of Experience: 7-8
 
Years of Experience in Present Position: 1-2
 
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