Investment Consultant - No Book Required - Silicon Valley 9/16/2016

DM Stone Cupertino, CA

DM Stone
Job Classification
Full Time
Company Ref #
Cupertino, CA
Job Type
AJE Ref #


Our client, a prominent national brokerage firm, is currently seeking a couple Series 7 and 66 licensed Investment Consultants for their Beverly Hills, CA office.As an Investment Consultant, you will assess, assist, and advise clients as they choose the services best suited for their needs. You will develop relationships with existing clients and build relationships with new clients. Your goal is to demonstrate to clients and prospects the value of our platform, resulting in asset accumulation and retention.We have built a successful, client-focused business model and an outstanding work environment where you can grow your career. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career with this firm.Our Investment Consultants are paid a base salary and are eligible for quarterly sales incentives based on individual production and Branch performance against both asset and new account targets. In addition, we offer a comprehensive benefits program that includes medical, dental, and 401(k). Base salary $55-60K plus quarterly bonus, expected first year compensation in the $100-110K range. You will be given a book of high net worth clients plus referrals.


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