California Licensed Senior Investment Advisor
Job Summary
Driving growth of investment advisory services, the full-time California Licensed Senior Investment Advisor will manage relationships with professional fiduciary clients, provide investment consultations, and develop tailored investment strategies while working remotely.
Key responsibilities
- Lead relationship development with professional fiduciaries, growing assets managed significantly beyond $100M
- Provide investment consultations and platform demonstrations to prospective clients
- Engage existing clients through planning updates and quarterly investment reviews
Required qualifications
- 10+ years of client-facing investment advisory experience
- Proven track record in business development and building strong client relationships
- Experience working with professional fiduciary clients in California
- Series 65 or Series 7/66 required within 90 days of hire
- Preferred: CFP certification and knowledge of special needs trusts
Complete Job Description
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