COMPANY OVERVIEW: Signature Estate and Investment Advisors, LLC (SEIA) is a rapidly-growing, nationally-recognized, wealth management firm headquartered in Los Angeles, CA and 25 offices around the country. We provide a high level of customized investment and wealth management support to a large and affluent group of clients around the country. As an RIA (Registered Investment Advisor) with its own broker-dealer, SEIA is recognized annually by numerous major publications (Barron’s, Forbes, Financial Times, etc.), and we manage over $33 billion in client assets. We are seeking a full-time, experienced professional to be a Financial Advisor in our Salt Lake City office, serving as a remote member of an LA-based, Partner's quickly growing team. This is a rare opportunity (with huge upside) to become part of the fastest-growing team with a huge referral pipeline, and to build a book of business within a team structure.
SUMMARY: This position is based in Salt Lake City with the ability to work from home, or from our office space downtown in the Hancock building. You will be reporting to - and working with - a Partner/Senior Financial Advisor who is based in Los Angeles, but travels back and forth. Responsibilities include helping the Partner/Senior Financial Advisor bring on new business; assisting with generating new referrals from Fidelity and Charles Schwab; assisting with fielding incoming referrals from Fidelity (and perhaps Schwab); servicing new and existing clients; conducting client portfolio reviews for existing clients in the Salt Lake City area; communicating and executing portfolio trades and rebalancing; creating and presenting comprehensive retirement plans using eMoney; assisting in presenting to our custodians (Fidelity and Schwab) and their clients; and all practice management and new business initiatives listed below. Members of an advisory team work together servicing clients.
DUTIES AND RESPONSIBILITIES:
Client Service
Practice Management
New Business
Edification and Interaction
QUALIFICATIONS:
job summary: Growing and very reputable company located in the Little Rock, Arkansas area is looking for a Purchasing Manager. Candidates who possess experience with cycle counting, procuring MRO, chemicals, PPE, lab supplies and who have supervisory experience are...
...Blooming Glen Contractors Water & Wastewater Services is seeking an experienced Electrical Project Manager to oversee and manage... ...budgets, forecasts, and cost controls Coordinate with clients, general contractors, engineers, inspectors, and internal teams Review...
...HCLTech is looking for a highly talented and self- motivated Production Trainer to join it in advancing the technological world through innovation and creativity. Job Title: Production Trainer Job ID: 86769 Position Type: Full-time with HCLTech Location:...
We are a growing Charleston Personal Injury Law Firm with a fast-paced team environment working with injured clients and their legal concerns. We are currently hiring for both part-time and full-time positions. Both part-time and full-time offers flexible scheduling...
SOR Pathfinder Help Others, Make a Difference, Save a Life. Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where your hard work is appreciated? You have a lot...