Wealth Management Advisor

EMW Staffing Solutions LLC
CA, United States
Full-time

Thank you for your possible interest. Please apply for further information.

Term : W2 Salary + Commissions. Around a 175k base + very significant upside Ideal candidate would be someone who is not comfortable / accepting at the 175k ish level.

Location : Onsite in office on occasion / as needed + local event / client meetings, etc for related sales events.

Role : Advisory Level Financial Sales Wealth Management Transitional careers are more then welcome in fact, encouraged to apply

Vertical : Premier Investment Institution

This group seeks candidates who are strong revenue producers in fields where the sale is significant and ideally the targets are wealthy people, organization, businesses or C level decision makers.

The client is open to those with strong related advisory / relationship level sales skills who are open / willing to transition careers / business models to a financial advisory role that can be extraordinarily lucrative

People with proven track records in the below listed areas would be good fits Please note that this is only a sample and is not meant to be exhaustive.

  • Commercial Real Estate
  • Residential Real Estate
  • Ultra-high end car sales
  • Jet leasing
  • Successfully building and selling a business
  • Private Banking
  • High End Recruiters
  • Direct Sales in Finance / financial products
  • And others with direct sales experience at the higher level B to C ideally but B to B can also work.

The group will offer its advisors tremendous support, to include but not limited to a great product stack, relevant supports terms, a direct assistant and junior level associate to aid in your success.

Training will be several weeks long and you will be paid your full salary while undergoing it.

Qualifications :

  • Bachelor's degree
  • Strong ties to the community
  • A track record of success
  • Some aspect of their background relating to finance and or the financial markets would be ideal but not mandatory.

Is a college graduate, and may have an MBA, but an advanced degree is not required.

  • At a stage in their career where they are highly motivated to succeed professionally and financially. Wanting to go to the next level in their careers / business
  • Thrives on meeting new people.
  • Is an energetic and entrepreneurial business builder, who thrives and excels in a competitive marketplace. Wants to succeed.
  • Demonstrates the ability to build and maintain relationships with third-party referral sources such as attorneys, accountants, business advisors and others.
  • Is a careful listener and empathetic with clients.

Demonstrates great consultative sales experience Open as to where and how.

Thank you again for your time and consideration

1 day ago
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