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Job #: 9970 - Wealth Management Advisor - Phoenix AZ - Outstanding Commission Plan!
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9970
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| Active |
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Wealth Management Advisor - Phoenix AZ - Outstanding Commission Plan!
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AZ-Phoenix
Southwest (AZ, AR, NM, OK & TX)
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| Investments/Securities (INSEC) |
| All Industries |
| Low: $150,000 |
High: $300,000 |
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| Low: $200,000 |
High: $300,000 |
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| Normal |
| None Listed |
| Might Consider |
| Locally established candidates only, please.. |
| Full Time / Direct Hire |
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| 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. |
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| Provide professional money management services and guidance to the affluent wealth management segment; function independently within the firm's structure. |
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| 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. |
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| CFP, CFA, CIMA or equivalent |
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| Bachelors |
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| None |
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| FINRA Registered Rep - Series 7 - Stock Broker; NASAA State Registration / Investment Advisor - Series 63; NASAA State Registration / Investment Advisor - Series 65 |
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| 7-8 |
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| 1-2 |
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