incendia partnersSan Diego, CA
Remote Private Client Risk Advisor for SoCal HNW
Remote Private Client Risk Advisor for SoCal HNW
Remote Private Client Risk Advisor for SoCal HNW
incendia partnersSan Diego, CA
5 days ago
Securities, Commodities, and Financial Services Sales AgentsPersonal Financial AdvisorsFinancial Risk Specialists
Portfolio Management and Investment AdviceOther Management Consulting ServicesMiscellaneous Financial Investment Activities
Apply for this role (opens in a new tab)Incendia Partners is seeking a Private Client Risk Advisor to grow and retain a high-net-worth client base. The role is remote with the candidate residing in Southern California and offers a salary range of $70-110K plus commission and bonus.
You will develop relationships, present comprehensive risk solutions, and work with the Sales Manager and President to shape a personal excellence plan. This position emphasizes proactive client engagement and cross-functional collaboration.
Also on the board Same function, level within a rung
Level
Senior
Location
San Diego, CA
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
5 days ago