Jobs

    Financial Advisor - California, United States - Selective Insight

    Selective Insight
    Selective Insight California, United States

    23 hours ago

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    Description

    Actively hiring Financial Advisors for our client, a high-growth investment management firm. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

    Responsibilities

    • Drive the expansion of high-net-worth and ultra-high-net-worth clientele by seizing strategic networking opportunities.
    • Forge and nurture new client relationships while maintaining rapport with existing ones.
    • Be the go-to person for both current and newly acquired clients, ensuring their needs are met.
    • Execute financial plans, integrating estate planning, business management, and tax strategies seamlessly.
    • Collaborate with portfolio management head to tailor investment strategies to clients' goals.
    • Liaise with diverse fund managers to guide and allocate client funds into optimal alternative strategies.
    • Exemplify dedication to outstanding client service through professional excellence and ethical standards.
    • Adhere to company policies and regulatory requirements as a registered investment advisor.

    This Role is for You IF...

    • You are a go-getter with an entrepreneurial spirit.
    • You have a knack for attracting and onboarding clients with your proven track record.
    • You put clients at the heart of everything you do, demonstrating a client-centric approach.
    • You thrive in a team environment, equipped with strong leadership abilities.
    • You have a high level of business acumen that allows you to expedite trust.

    Requirements

    • 3+ years experience in financial advisory services, with a flair for building and managing client relationships and cultivating new business opportunities.
    • Exceptional interpersonal skills and strong ability to build trusting relationships.
    • Bachelor's Degree.
    • Legally authorized to work in the U.S.
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