The Well Recruiting Solutions
Financial Advisor
The Well Recruiting Solutions, Diamond Bar, California, United States, 91765
Overview
We’re hiring a Financial Advisor on behalf of our client—a growing wealth management firm in Diamond Bar, CA. Compensation & Benefits
Compensation : $110,000.00/yr – $115,000.00/yr base + uncapped bonus (~$40k annually) Benefits : medical insurance, PTO, 401k This range is provided by The Well Recruiting Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Responsibilities
Step into a succession track with a significant book of business (70+ client households) Work with high net worth (HNW) and ultra high net worth (UHNW) clients (several with 8-figure net worths) Manage complex estate planning and charitable trusts Receive all California referrals with no competing offices in the state Join a small, collaborative office where you’ll make an immediate impact What you bring / Qualifications
Proven experience as a Financial Advisor or Wealth Manager Licenses (Series 65/66 required, CFP preferred) Confidence working with sophisticated clients and strategies High energy, growth-oriented mindset Job Details
Seniority level : Mid-Senior level Employment type : Full-time Job function : Finance Industries : Financial Services and Investment Advice
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We’re hiring a Financial Advisor on behalf of our client—a growing wealth management firm in Diamond Bar, CA. Compensation & Benefits
Compensation : $110,000.00/yr – $115,000.00/yr base + uncapped bonus (~$40k annually) Benefits : medical insurance, PTO, 401k This range is provided by The Well Recruiting Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Responsibilities
Step into a succession track with a significant book of business (70+ client households) Work with high net worth (HNW) and ultra high net worth (UHNW) clients (several with 8-figure net worths) Manage complex estate planning and charitable trusts Receive all California referrals with no competing offices in the state Join a small, collaborative office where you’ll make an immediate impact What you bring / Qualifications
Proven experience as a Financial Advisor or Wealth Manager Licenses (Series 65/66 required, CFP preferred) Confidence working with sophisticated clients and strategies High energy, growth-oriented mindset Job Details
Seniority level : Mid-Senior level Employment type : Full-time Job function : Finance Industries : Financial Services and Investment Advice
#J-18808-Ljbffr