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Wealth Advisor - Director

Company: Checchi Capital Advisers
Location: Beverly Hills
Posted on: June 21, 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

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