Private Wealth Advisor - No Cold Calling

The Anderson Search Group; Beverly Hills (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

The Anderson Search Group is seeking a Private Wealth Advisor based in Beverly Hills, California. This opportunity involves leveraging strong internal referral channels to serve high-net worth clients while avoiding cold calling. Candidates should have robust licensing and experience managing significant assets.

The ideal candidate will have a demonstrated track record of building their own book of business, preferably with experience in high-net worth clients. The role provides an attractive base salary coupled with uncapped incentives, making it a lucrative opportunity in a reputable financial institution.

Qualifications

• Must be fully licensed with Clean U4 and Series 7, 6 and 63 or 66.
• Preferred to have CFP designation.
• Proven ability to manage a book of business with high-net worth clients.

Responsibilities

• Serve high-net worth clients using internal referral channels.
• No cold calling, focusing on existing bank clients.
• Access to 10+ bankers' clients for referrals.

Skills

Clean U4

Series 7, 6 and 63 or 66

Life and Health Insurance

Experience with high-net worth clients

Book of business to at least $40 million AUM

Utilizing internal bank channels and partners

Education

CFP preferred but not required

Job description

The Anderson Search Group is seeking a Private Wealth Advisor based in Beverly Hills, California. This opportunity involves leveraging strong internal referral channels to serve high-net worth clients while avoiding cold calling. Candidates should have robust licensing and experience managing significant assets.

The ideal candidate will have a demonstrated track record of building their own book of business, preferably with experience in high-net worth clients. The role provides an attractive base salary coupled with uncapped incentives, making it a lucrative opportunity in a reputable financial institution.