Apriem Advisors is growing! We are looking for a Financial Advisor to join our team in Southern California.
At Apriem we are committed to serving our clients to the highest degree with unmatched integrity and aptitude. We are searching for an advisor with experience in the financial industry who is dedicated to being trusted partners with clients and is looking to grow their career in the wealth management sector.
If this sounds like you, read the description below and contact our President, Rhonda Ducote, to apply today.
Title: Financial Advisor
Salary/Wage: Commensurate with Experience
Salary Range: $50,000-$70,000 with Bonus Plan
Job Category: Financial Services
Education Level: Bachelor’s Degree
Work Experience: 3-5 Years in Financial Services
Career Level: Experienced
Location: Orange County/San Diego County
Company: Apriem Advisors is a growing registered independent advisory firm servicing high net worth families in the Southern California area.
The full-time salaried position offers competitive pay based on experience and benefits include:
- Retirement Plan
- Employee Medical Plan (50% paid by Apriem)
- Bonus plan
- Paid market holidays, vacation time, and personal days
- Paid parking
The Financial Advisor position is responsible for assisting other Wealth Managers and Portfolio Managers in managing new and existing client relationships. Candidates will be expected to discuss with clients and other wealth managers financial planning matters such as income planning, charitable planning, tax planning, and budgeting.
Other duties include:
- Coordinating with operations and investment teams on client matters.
- Assist in the preparation for client meetings
- Performing portfolio review meetings with existing clients.
- Update Apriem website and blog
Ability to move into a production type Wealth Manager role in the future.
5 years’ experience as a Financial Advisor or comparable experience working in financial service industry
Bachelor’s degree required
CFP (or working towards CFP)
Excellent computer skills. Specifically, in Outlook, Excel, and PowerPoint
Strong and detailed knowledge of financial markets and securities laws
Strong organizational skills with a proven ability to multi-task and manage multiple projects
A team player with good interpersonal skills and the ability to work collaboratively across departments
Excellent oral and written communication and presentation skills
Demonstrated analytical skills, problem-solving abilities, and attention to detail
If interested, please send a cover letter and resume to Rhonda Ducote, President at email@example.com.
No Phone Calls please.