Claire Myers Consulting
Investment Relations Advisor
Claire Myers Consulting, San Diego, California, United States, 92189
Hybrid role: 2.5 days a week in your local office
Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding an Investment Relations Advisor to support the firm.
Responsibilities
Focus on growing clientele and generating new business
Increase assets under management from new sources
Develop new revenue opportunities to service new clients more effectively
Connect with and develop relationships with client's next generation
Build COIs (Center of Influences) and produce new clients through those relationships
Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships
Qualifications
2-5 years of experience in Financial Services
Series 7 License
Life & Health License
2+ years of experience in sales and/or business development
Understanding and ability to articulate Financial Planning
Compensation
$65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.
Hybrid role: 2.5 days a week in your local office
Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding an Investment Relations Advisor to support the firm.
Responsibilities
Focus on growing clientele and generating new business
Increase assets under management from new sources
Develop new revenue opportunities to service new clients more effectively
Connect with and develop relationships with client's next generation
Build COIs (Center of Influences) and produce new clients through those relationships
Maintain familiarity with industry and economic trends and apply knowledge to client service and relationships
Qualifications
2-5 years of experience in Financial Services
Series 7 License
Life & Health License
2+ years of experience in sales and/or business development
Understanding and ability to articulate Financial Planning
Compensation
$65,000-75,000 + base salary plus incentive opportunities. Overall compensation target $120,000-150,000 or more.
Hybrid role: 2.5 days a week in your local office