Looking to hire a licensed staff/Associate Financial Advisor to a rapidly growing advisory practice. I am seeking an individual that already holds their securities licenses, is located in Southern California, has a clean compliance record, and is looking to grow and not stagnate.
Job duties will include placing trades, assisting me with my marketing initiatives, and eventually if the candidate is suitable, seeing clients. I have completed 4 acquisitions, and am looking for more. As my book continues to grow, I will need this individual to help meet with clients. Once the candidate begins seeing clients, there will be bonuses and commissions that will be added to the salary, with unlimited upside depending on performance, and the growth of our practice.
Class A Newport Beach office space, covered parking, coaching, mentoring, 401k, technology access, computer, and marketing budget will all be supplied.