Wealth Advisor - Director

Company: Checchi Capital Advisers
Location: Beverly Hills
Posted on: May 9, 2022

Job Description:

Checchi Capital Advisers, LLC ("CCA") is a quantitatively driven, independent Registered Investment Adviser located in Beverly Hills. We are looking to hire a Wealth Advisor to help us advise existing clients, foster new relationships, and grow AUM. The candidate must have an entrepreneurial attitude, a strong business development mindset, and an orientation for building relationships to successfully create a client-centric, fee-only, advice-based business. Once hired, advisors will go through a comprehensive training program that will help them refine a personal and professional narrative, build a business plan, and identify specific target client profiles/markets to jumpstart their careers at CCA. Primary Responsibilities: -Drive AUM by developing relationships with new clients and centers of influence in the greater Southern California area -Advise and support clients and prospects on investment strategy and wealth planning needs -Champion CCA---s investment philosophy and strategies throughout the industry and marketplace - educating prospects and clients on capital markets, investment theory, taxes, and estate planning Qualifications: -Bachelor---s Degree required -An entrepreneurial spirit with high energy and passion; a self-starter -Excellent written communication skills, particularly with regards to conveying technical investment approaches and key selling points in a clear and compelling manner -A competitive but highly collaborative personality with the ability to work both independently and in a team environment Advantages of Working at CCA: -Profit sharing compensation structure with the ability to build a business that provides transparent and perpetual payout -Extensive training and education program with the founding partners of the firm -Generous expense budget and marketing resources Compensation Structure: -Base salary commensurate with experience -Perpetual revenue sharing model -Bonus structure based on Net New Revenue (NNR) Other Benefits: -Fully covered Health, Vision, Dental insurance -401k with firm matching -Start-up environment with state off the art technology and office space -Logistical support and resources from a seasoned Operations and Engineering team

Keywords: Checchi Capital Advisers, Beverly Hills , Wealth Advisor - Director, Executive , Beverly Hills, California