Our client, one of the top Financial Institutions in the world is looking for Financial Advisors to join their brokerage offices in West Los Angeles (coastal communities).
The selected candidate will be tasked with creating and maintaining profitable relationships with clients while maximizing investment strategies designed to achieve their financial goals. You will need to present investment solutions to high-net-worth individuals, and educate them on how the firm’s investment approach might better fit their long-term needs.
It is MANDATORY that you have a current 'BOOK of BUSINESS' and T12 to apply for this position.
Are you receiving what you are truly worth?
You will be paid an Up Front Bonus of 100 – 150% of your past year’s Trailing 12-month Income just for saying ‘Yes’.
At least 3 – 6 years’ experience selling to high net worth investors.
Must have a verifiable three-year track record of six figure income.
Book of Business of $50 million or greater and must be verifiable.
Trailing 12 Month Income of $500,000 or greater and must be verifiable.
Possess strong knowledge of the investment business and strong understanding of financial planning concepts.
Experience in financial planning software
Excellent interpersonal and communication skills.
Current Series 7 License.
A clean U4, U5, CRD.
A high ratio of fee-based business.
The client will consider a “Rising Star” who may not meet the stated minimum but has significant accumulated assets ($20 - $30 million) in a short period of time (2 - 4 years).
CMA's Recruiting/Staffing Division is comprised of recruiters who are highly knowledgeable with 20+ years of experience in brokerage, capital markets, and banking compliance/regulations. Our recruiters have worked in various roles at the major brokerage firms/wealth management/ advisory firms as well as in most of the major domestic and foreign banks. As a premier recruiting firm, we understand your needs and goals instead of just being another vendor. Our aim is to fill positions for the longevity, ensuring maximum satisfaction in the employment for both our clients and our candidates.