Title : Financial Advisor
Location : Santa Barbara, CA - Hybrid
Requirements :
- Must have a series 7 license & 63, 65 (a 66 license can replace the 63 & 65 license)
- 3-5+ years of book management experience as an advisor (have ultra-high net worth)
- Experience working with 300 500 households, clients with net-worth of 250k +
- Experience with a variety of investment products
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions>
- Advanced knowledge of financial planning concepts, financial market, and investment
Day to Day :
The Financial Consultant will engage face-to-face with customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
- This person will help manage a book of 250+ clients
- Engage face-to-face with customers
- 20 client meetings a week with HNW clients $250k +
- Building client relationships with understanding needs and recommending solutions
- Will help offer guidance and personalized planning
- Will be given a book of business
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