Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Financial Advisor - Wealth Management

Cube Management

Financial Advisor - Wealth Management

San Francisco, CA
Full Time
Paid
  • Responsibilities

    Job Description

    FINANCIAL ADVISOR - WEALTH MANAGEMENT - MULTIPLE OPENINGS - 27439058 Our client is a prominent US Wealth Management firm, that is NOT a Brokerage or Wire-House. There is NO Administration or Management of Portfolios, this is strictly a VP/Financial Advisor Sales Role to Individuals that have assets of $500K-$1M+ or more to invest. They have immediate openings in all major cities in the US (see list below)! Great opportunity to grow in this space. Immediate Needs in: Columbus, OH, Dallas, TX, Naples, FL and San Francisco, CA! If you do not have a minimum of (3) years experience as a Financial Advisor for an Investment Firm, Banking Institution, etc., please do not apply. We will not respond to non-qualified applications. HERE IS WHY YOU WILL LOVE TO WORK THERE:

    • The VP / Financial Advisor is the Quarterback, you call the shots and you retain the Clients!
    • Keep your 6-figure base for up to (5) years. Our Client sets you up in business.
    • Receive Higher Commission without giving up that 7% to Managers.
    • 25% of all of Our Client's VP / Financial Advisors earn $1M or more!
    • 1st year Average Income for VP / FA's $350K, 5th year Average Income for VP/FA's $600K. This is Annuity Income!
    • After Allocations you are not responsible for Managing Portfolios.
    • Your Support Group is made up of Private Client Associates and they handle routine Client Inquiries & other Logistical Matters.
    • Our Client covers All Expenses and offers a Matching 401K!
    • Exceptional introduction training at Our Client's Headquarters in New York.
    • At Retirement, Our Client buys your Book!.

    PREFERRED EXPERIENCE:

    • Banking (Private Client Sales - Wealth Management or Investments)  
    • Investment background in Wealth Management or Retirement  Benefits.  
    • Hedge Funds (Sales Manager, VP or Owner)  
    • Insurance working with Wealth Management (Northwestern Mutual good  example).  
    • Current Top Performing VP or Financial Advisor!

    MUST HAVES:

    • 3 - 25 years experience as a Financial Advisor, selling directly to individuals (Investments, Insurance, Hedge Funds, Family Planning, Wealth Management, etc.)!  
    • Successful and Stable, you are earning $100K-$200K annually and want much more!
    • Well connected in your community and have a 4-year degree!

    BASE CITIES: Atlanta, Boston, Chicago, Cleveland, Columbus, Dallas, Denver, Houston, Los Angeles, Miami, Naples, FL, Nashville, New York, Philadelphia, Pittsburgh, San Diego, San Francisco, Seattle, Tampa, Washington, DC, West Palm Beach. TERRITORY: Local Community, where you are Well-Connected! BASE SALARY: $125,000.00 - $250,000.00. Depends on your experience as an Advisor, Past Performance & Needs. ON TARGET EARNINGS: 1st year: $350,000 average VP/FA earnings, 5th year: $600K VP/FA average earnings, 6th year & beyond: 25% of all VP/FA's earn $1M, with all of this is being Annuity Income! BENEFITS: Great Training Orientation + All Expenses + Full, Robust Benefit Package + Matching 401K + Client Associate Support + World Class Office Space for your presentation needs! RELOCATION: No OPENINGS: VP/Financial Advisor Roles in: Atlanta, Boston, Chicago, Cleveland, COLUMBUS, DALLAS, Denver, Houston, Los Angeles, Miami, NAPLES, Nashville, New York, Philadelphia, Pittsburgh, San Diego, SAN FRANCISCO, Seattle, Tampa, Washington, DC, West Palm Beach (Most urgent in CAPS!). TRAVEL:  None If you wish to be part of this successful and vibrant organization, please email a MS Word version of your resume to recruiting2961@cubemanagement.com. This company is an Equal Opportunity / Affirmative Action Employer. Cube Management is a global recruiting and consulting firm that helps companies accelerate their sales, by providing the top-level talent they need to grow their business. Cube Management is a leading recruiting and consulting partner to emerging growth, mid-market and global companies in the technology, manufacturing, healthcare, consumer package goods and business service sectors. We work across the spectrum of Operations, Sales, Marketing, Safety, Engineering, Accounting and Business Development, providing holistic solutions that drive revenue and profit success. Cube Management combines Strategy, Process and People, to produce great results. For a complete listing of our current job listings please visit http://cubemanagement.com/candidates/job-listings