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Business Development Financial Advisor

Business Development RepBusiness Development RepFull TimeRemoteTeam 1,001-5,000Since 1989H1B No SponsorCompany Site LinkedIn

Location

California

Posted

33 days ago

Salary

$125K - $200K / year

Bachelor Degree5 yrs expEnglish

Job Description

• Develop Client Relationships: Work directly within custodial distribution channels in their branches to develop relationships and business flows. • Build Networks: Develop relationships with custodial distribution relationship financial consultants in their branches through seminars and other activities. • Travel: Travel is generally limited to Los Angeles and surrounding areas.

Job Requirements

Bachelor’s degree preferred but not required
Minimum of 5 years of experience as an Investment Advisor Representative (IAR)
Holding either a Series 65 OR a Series 66 and Series 7
At least 2 years registered as an IAR
Plus 3 years immediately prior registered with a broker-dealer
OR holds a CFP®, CFA®, CPA, or qualifies as a securities portfolio manager
Strong communication skills, including public speaking, with excellent interpersonal abilities
Demonstrated analytical, critical-thinking, and problem-solving skills

Benefits

Company discretionary bonus
Health, dental, and vision coverage
Employer 401(k) plan and company match
Health savings accounts
Flexible spending accounts
Voluntary supplemental plans subject to plan terms
Company-paid benefits such as life insurance
Short-term disability and long-term disability subject to applicable waiting periods
Paid time off (PTO) or Paid Sick Leave (PSL)