Senior Financial Advisor

Senior Financial Advisor

4 Billion+ Wealth & Investment Management Firm
July 4, 2019
Southern California, United States


Senior Financial Advisor

4 Billion+ Wealth & Investment Management Firm

Southern California Region


Dynamic and growing 4B+ Independent Wealth and Investment Management Firm seeks a Senior Financial Advisor to develop business through a premier custodial referral network as well as externally developed centers of influence


• The Firm has been growing organically at a rate of 25% year over year since 2009 and has been approved to a select custodial referral platform for branches throughout the Southern California, from Santa Barbara to San Diego
• The Senior Financial Advisor will build relationships with Financial
Consultants at the Custodial Branches by positioning the Firm as the
comprehensive planning and/or customized investment solution for
appropriate clientele
• The Firm also has an extensive array of turnkey marketing systems to provide a steady flow of leads such as continuing educational seminars for attorneys and accountants, as well as Family Office Symposiums
• Ability to lead with either a customized financial planning approach or with deep investment expertise inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach
• Extensive operational, investment, financial planning and relationship
management support is provided from the home office
• Significant business development incentives with extensive upside, as well as path towards partnership


• Ability to travel significantly throughout Southern California
• Track record of successfully closing new business sourced from internal
channels and as well as developing external referral sources.

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