ClearPath Capital Partners is a boutique wealth management and advisory firm for the technology elite. You will be mentored into being exactly the type of core financial advisor these executives need. ClearPath is growing fast and the entrepreneurs we are hiring now will be the foundation for this firm moving forward.
1. A college degree
2. Series 65 or 66 license( Can interview before)
3. Dynamic Communication set
4. Passion for economics and investing
5. Entrepreneurial aspirations
6. A book of HNW clients
Summary of mentorship and responsibilities
This position is ideal for a current broker, advisor or team who is looking for the right structure and support to truly address the needs of the affluent and technology elite. You will be reaching out to executives and provide them with answers they are not getting from their current relationships.
Mentoring will be done in all areas from initial contact, to closing clients and managing those assets. You will learn the many layers of managing real wealth which is very different than just changing some funds in a portfolio. When an advisor is fully functioning professional there may be the opportunity to become a partner.
Specifically designed to meet the unique needs of innovators and entrepreneurs, ClearPath helps secure, preserve and grow the wealth of the tech elite.
San Francisco, CA
Fri, 14 Apr 2017 10:21:54 PDT