The ideal candidate will maintain and manage client portfolios, and deliver personalized investment solutions to help clients work toward their long-term financial goals. The ideal candidate should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information being presented and filed. Zenith Investment Management is a custodian of Shwab and TD, with one of the highest payouts in relative fields @ 95%.
Advisor's will work remote or based on location HQs with their clients, and interact and meet with operations - based out of San Diego, CA and Phoenix, AZ. Existing client base preferred, but not required. Should have at lest 3-5 years experience in working with portfolios of 20 million + or somewhere comparable.
Location expectations and Preference