Wealth Advisor

MMC; San Diego (CA); On-site; USD 68,000 - 126,000; Full time

Job summary

Searchbox l.l.c. is seeking a Wealth Advisor to drive new account development and retention of existing business under the guidance of the Retirement & Wealth President.

The role emphasizes building strong client relationships with senior management, coordinating client servicing, and maintaining our Agency Management System, with attendance at departmental and sales meetings as required. The position supports a competitive total rewards package including health, tuition assistance, 401K and

Responsibilities

• Responsible for development of new business as agreed upon.
• Develop strong client / business relationships with the senior management of the client.
• Coordinate and execute servicing of the client within the scope of the services available within the Department.
• Must support the maintenance of our Agency Management System.
• Attend Departmental and Sales meetings as required.
• All other duties as assigned.

Job description

Wealth Advisor

Under the guidance of the President of Retirement & Wealth, this position is responsible for developing new accounts and retention of existing business.

Essential Duties & Responsibilities

• Responsible for development of new business as agreed upon.
• Develop strong client / business relationships with the senior management of the client.
• Coordinate and execute servicing of the client within the scope of the services available within the Department.
• Must support the maintenance of our Agency Management System.
• Attend Departmental and Sales meetings as required.
• All other duties as assigned.

The applicable base salary range for this role is $67,500 to $125,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.