VP-Financial Advisor - 3rd Delta
Los Angeles, CA 10940
About the Job
Vice President-Financial Advisor at Confidential Firm
About the Firm
The hiring firm is an SEC registered investment advisor firm dedicated to providing intricate wealth solutions and strategies to high-net-worth clients. They are a collaborative and purposeful team with a clear mission: to help clients achieve transformational wealth and financial security.
About the Role
As a Vice President-Financial Advisor you will play a critical role in expanding the firm’s client base. This is a unique opportunity to focus solely on what you do best: building strong relationships with qualified clients and closing deals. The firm’s established infrastructure handles prospecting, appointment setting, and client servicing, so you can dedicate your time to client acquisition and relationship management.
Your Responsibilities:
If you are a high-performing financial advisor with a passion for solving real client needs, we encourage you to apply.
About the Firm
The hiring firm is an SEC registered investment advisor firm dedicated to providing intricate wealth solutions and strategies to high-net-worth clients. They are a collaborative and purposeful team with a clear mission: to help clients achieve transformational wealth and financial security.
About the Role
As a Vice President-Financial Advisor you will play a critical role in expanding the firm’s client base. This is a unique opportunity to focus solely on what you do best: building strong relationships with qualified clients and closing deals. The firm’s established infrastructure handles prospecting, appointment setting, and client servicing, so you can dedicate your time to client acquisition and relationship management.
Your Responsibilities:
- Convert Leads into Clients: As a VP-Financial Advisor you will leverage your sales expertise to convert pre-qualified leads with a minimum of $500k in investable assets into long-term clients.
- Build Deep Relationships: Foster trust and develop deep connections with clients, understanding their unique financial goals and needs.
- Exceed Targets: Achieve and exceed targets through effective communication and following a structured sales process.
- Pre-Qualified Leads: the marketing and prospecting team generates qualified leads that are looking for help.
- Dedicated Support: the team handles appointment setting, client servicing, and administrative tasks, freeing you to focus on building relationships.
- Financial Planning Expertise: the team of financial professionals works behind the scenes to create personalized financial plans for your clients.
- Minimum 3 years of proven sales experience in the financial services industry.
- Series 65 OR Series 66 OR CFP
- Deep understanding of the unique needs and challenges of high-net-worth clients.
- Exceptional sales skills, with a proven ability to build rapport, articulate value, and close deals.
- Strong written and verbal communication skills.
- Base salary plus uncapped commission potential.
- Comprehensive benefits package including health, dental, vision, disability, life insurance, and 401k.
- Opportunities for career growth within a dynamic and supportive firm.
If you are a high-performing financial advisor with a passion for solving real client needs, we encourage you to apply.
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Source : 3rd Delta
