Job Description

Job Description

We are seeking an Independent Financial Advisors to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

• Advise clients on investment strategies and other financial decisions
• Assess clients' assets, liabilities and overall financial conditions
• Prepare presentations that recommend various financial products
• Review and communicate portfolio performances to clients
• Network and build relationships with new and existing client base

Qualifications:

• $20m AUM & $200k GDC (minimum)
• Series 7, Series 63 (Required)
• Ability to build rapport with clients
• Strong analytical and critical thinking skills
• Excellent written and verbal communication skills

Benefits

• Equity partnership
• Book of business ownership
• Rewarding retirement plans and benefits

Base Salary $100,000 + 90% Commission

Hiring Now! Text/ Call or Email Matthew to schedule phone call interview. (Submit Resume & Cover)

Hiring Assistant:

Matthew Chen

(626) 771 5961

mchen@terranagroup.com

Company Description

Financial Services & Financial Advisors search consultants are focused on effectively matching the best candidates with specific skills sets to fill the needs of our client firms. Our financial advisor candidates are vetted for our clients to be an ideal fit depending on their professional experience, as well as their ability to fill leaderships roles. Our financial services recruiters thoroughly know our candidates beyond their profile to ensure that the match makes sense and everyone involved receives a professional experience, value added and resultant positive growth.

Company Description

Financial Services & Financial Advisors search consultants are focused on effectively matching the best candidates with specific skills sets to fill the needs of our client firms. Our financial advisor candidates are vetted for our clients to be an ideal fit depending on their professional experience, as well as their ability to fill leaderships roles. Our financial services recruiters thoroughly know our candidates beyond their profile to ensure that the match makes sense and everyone involved receives a professional experience, value added and resultant positive growth.