Financial Advisor - Wealth Management Services - 27048604


Mission Viejo, CA

Industry: Diversified Industrial


11 - 15 years

Posted 419 days ago

  by    Wayne Cozad

This job is no longer available.

Financial Advisor - Wealth Management Services - 10 Openings - 27048604

Our client is a prominent US financial firm, that is NOT a Brokerage or Wire-House. There is NO administration or management of portfolios, this is strictly a sales role to individuals that have assets of $200K or more to invest. Due to expansion they have multiple openings across the US.

You will not only identify and cultivate new clients, but maintain a close, ongoing relationship with your existing base of clients. A successful Financial Advisor becomes the client’s trusted advisor for all things related to financial planning.

Financial Advisors are registered investment advisors with a fiduciary duty to serve the best interest of their clients. Financial Advisors work closely with their clients to understand each client’s long-term goals, financial needs, tax situation and tolerance for risk. Then they develop and execute a plan to help each client reach their goals in the most prudent way. Will call on third party (CPA's, Attorney's etc) for leads on high net worth clients that could benefit from their service.

The client likes to hire FA's w/ a 4-year college degree who are currently earning in excess of $150K annually and want more!


Asset Raising or Sales Producers from any of the following:

1. Banking (Sales - Wealth Mgt. or Investments)

2. Investment background in Wealth Management or Retirement Benefits.

3. Hedge Funds (personal)

4. Insurance working with Wealth Mgt. (Northwestern Mutual good example)

5: Current Top Performing Financial Advisors!

Seeking 10 years to 30 years experience. Successful! Especially Successful and Stable! Must have a minimum of (5) years making >$150K selling directly to individuals (insurance, investment, retirement, hedge funds, family planning, wealth management, etc!

First year average income is $200K. If in 5years not earning annuity income of $250K to $300K something went wrong. Great training orientation! Salary + Commission + Expenses + Great Benefits + World Class office space for your presentation needs!

Territory: Local Community

Base Salary: $100,000.00 - $125,000.00+ (DOE)

On-Target Compensation: $250,000.00+ - $300,000.00+ - No Cap, + Expenses + Great Benefits

Relocation: No

Openings: (10) Openings

Travel:  None

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.

$250K - $300K