TELOS CAPITAL MANAGEMENT, INC. is a fast growing and successful registered investment advisory (RIA) firm headquartered in San Diego, CA. We are looking for an experienced, enthusiastic FINANCIAL ADVISER, Vice President in the Orange County area with strong initiative to work remotely, independently and collaboratively with our Marketing team. This is a great opportunity for an established financial professional with an entrepreneurial spirit, exceptional interpersonal skills, and a history of professional success who is looking to be part of an established, growing firm. This position will be responsible for driving lead flow within an established referral network and is ideal for an experienced RIA adviser, or a break-away broker with an existing book of business and who is looking for an opportunity to grow with us professionally and financially. Successful candidates are ambitious, aspire to excellence in their craft, and care deeply about their clients.
Position Summary:
The ideal candidate will be responsible for the following key areas: - identify and attract prospective clients; - establish and cultivate relationships with new clients; - work with and build up an already established referral network; - and function as part of the Marketing team, contributing to the greater good of the department. The primary role will be marketing, including making presentation to brokers, improving the brand of Telos, and developing those relationships for the purpose of doing business together. Additionally, the role will require identifying prospective clients' needs, recommending financial strategies and maintaining client relationships. It is expected that this person seeks to build relationships with existing clients and other business professionals such as CPAs, estate planning attorneys, and centers of influence.
Requirements: • 5+ years of proven work experience as a producing financial adviser, planner, or other relevant experience • BA/BS degree in business, finance or related field preferred • Must have FINRA Series 65 license. Other relevant financial designations, such as CFP, AAMS, or CIMA are preferred • Existing client or prospective client relationships are a plus • Strong communication, negotiation, and presentation skills • Strong desire to communicate Telos' value proposition • Must possess a high level of professionalism and exemplary client service skills • Detail-oriented with a high level of interpersonal, organizational and client service skills • Ability to work independently and perform work accurately and consistently • Confident self-starter that demonstrates initiative and good judgment • Strong knowledge of MS Office, including Word, Excel, PowerPoint and Outlook • Disclosure-free U4 and background check
Key areas of responsibility: • Develop and grow new clients within an existing, strategic referral network • Cultivate and expand existing client relationships through business development and marketing activities • Build relationships with industry professionals for referrals through networking • Offer exemplary client service and resolve client service requests in a timely and proficient manner • Provide financial solutions for clients and working with Telos' planners to create financial and retirement plans • Arrange and coordinate appointments, prepare meeting materials and confirm with participants • Perform general office duties such as copying, scanning, filing, doing expense reports, mailings and ordering/storing of supplies to maintain a professional home office • Work with Director of Marketing on any special tasks as may be assigned • Adhere to organizational code of ethics and follow policies and procedures
At TELOS CAPITAL MANAGEMENT, INC., we are passionate about helping our clients achieve their financial goals and are committed to exemplary service. We recognize and value the contributions of each staff member to the overall success of the firm and strive to cultivate a work environment that strikes an agreeable balance between professional and personal lives. We foster a diverse environment that offers opportunities for our associates to learn, grow and enhance their skills. If you share these qualities, you can apply by e-mailing your resume to info@telosinc.com.
We offer a great work environment and company culture, along with a competitive benefits package: • Competitive compensation structure; • Health and retirement benefits; • Paid time off (including all stock market holidays); • Professional development reimbursement.