Private Client Relationship Manager

Capital Partners Mortgage LLC

Los Angeles, California, United States
Base: $127,925-$170,566; bonus: individual annual ...
Bachelor's degree required
Series 65 license within 60 days
Strong sales and service acumen
The role involves day-to-day management of the Private Wealth Advisor's practice to ensure execution of sales and service goals

Job Summary

  • The role involves day-to-day management of the Private Wealth Advisor's practice to ensure execution of sales and service goals.
  • Candidates will provide subject matter expertise to offer solutions to complex client matters and oversee Client Service Associates.
  • The company offers a competitive salary, performance bonuses, and a retirement plan with a 15% employer contribution.

Matching Summary

The role involves day-to-day management of the Private Wealth Advisor's practice to ensure execution of sales and service goals.

Salary

Base: $127,925-$170,566; Bonus: Individual annual performance bonus plus profitability bonus; Benefits: 15% retirement contribution, health benefits, flexible work options

Skills & Requirements

Must-have

  • Bachelor's degree required
  • Series 65 license within 60 days
  • Strong sales and service acumen
  • Financial and business acumen
  • Experience managing practice operations

Nice-to-have

  • CFP certification preferred
  • Graduate degree preferred
  • Entrepreneurial mindset
  • Collaborative team player
  • Agile in fast-paced environment

Key Requirements

  • Bachelor's degree required
  • Series 65 must be obtained within 60 days
  • CFP preferred
  • Outstanding professional experience in finance

Work Rights

Not specified

Tailored Resume

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