Client Investment Advisor

Job Description

Are you a financial advisor seeking to simplify your role and focus on building client relationships without the hassle of cold calling? Do you thrive in a dynamic environment where service meets sales? If so, this opportunity is for you!

The Opportunity :

As a Client Investment Advisor, you will manage short-term relationships with prospective clients eager to invest $500,000 or more with our firm. Collaborating closely with our Portfolio Management and Financial Planning teams, you will help present tailored investment proposals and financial plans to potential clients. Your primary goal will be to convert interested leads into long-term, satisfied clients.

We value transparency, and according to new pay laws, the salary range for this position is $65,000 to $120,000 plus commission. New hires can expect a starting salary of $85,000 to $90,000 for the first six months, after which the salary will adjust to $65,000. However, robust commissions can bring your total earnings in your first year to around $130,000. Experienced professionals can earn between $150,000 and $280,000 annually, with top producers exceeding $300,000.

Benefits :

• 100% coverage of health, vision, and dental insurance premiums
• A 50% 401(k) match up to the IRS maximum
• 20 days of PTO, plus 9 paid holidays
• 8 weeks of paid Primary Caregiver Parental Leave
• Back-up Child Care Program offering up to 10 days annually
• A personalized learning and development framework for every employee

Your Day-to-Day Responsibilities :