Client Relation Manager/ Financial Advisor

Client Relation Manager/ Financial Advisor Mitchell Anthony Capital Management Irvine, CA Job Details Full-time $100,000 - $140,000 a year 1 day ago Benefits Profit sharing Health insurance Dental insurance 401(k) Paid time off Qualifications Financial sales Interpersonal skills Bachelor's degree Managing clients in a finance role Customer relationship management Full Job Description About the job

THE OPPORTUNITY

Mitchell Anthony Capital Management ("MACM"), an Irvine based Portfolio Management firm, has an opportunity for a Client Relations Manager ("CRM") to join our team. The position pays a six figure base salary plus a substantial bonus of 0 - 25% of salary. MACM is an independent Registered Investment Advisor with $350MM in assets under management. The firm manages 3 different strategies across 250 relationships in a pooled manner. The firm is focused on creating alpha and sells index beating results. While the firm is not a hedge fund the firm manages its client accounts in a hedge fund like manner with accounts pooled together for management purposes to simplify and focus the firm on just three strategies and three pools of capital. The firm charges fees that are profit based and/or asset based. The CRM will create and provide financial plans to existing clients using proprietary software and use the planning process to discover new assets and enhance client satisfaction. A skilled Advisor will have the ability to thrive in this environment, with the potential to make a meaningful impact on Asset Growth and to earn significant income.

JOB OVERVIEW

The Client Relations Manager (CRM) will work directly with clients and service their financial planning and administrative needs, and act as a liaison between the portfolio manager and the client. The FA will strategically evaluate clients' wealth management needs and portfolio performance, and aid in gathering assets from and strengthening existing client relationships.

PRIMARY QUALIFICATIONS

The CRM will be an ambitious individual who enjoys working with people. The CRM must have tremendous charisma and personality. The CRM must also have strong intuitive and perceptive skills which enable them to understand client needs and effectively act on them, as well as communicate issues as needed to management. The ability to see and communicate the big picture is a must. Client relations experience, or sales experience, in finance required. The CRM will have the opportunity to make a big impact given the small-team environment, including the opportunity to contribute to other areas of the business. The ideal candidate will be a self-starter who is excited about the prospect of growing their career alongside a growing firm.

JOB REQUIREMENTS IN BRIEF

• 2-5 years of relevant experience
• Bachelor's degree
• Excellent verbal and written communication skills
• Strong intuitive abilities
• Ability to work with minimal direction and thrive within a small-team environment

NOTE TO ALL APPLICANTS

Please message Mitchell Anthony ( ) and submit your results from the following test along with your application: http://www.humanmetrics.com/cgi-win/jtypes2.asp

COMPENSATION & OTHER DETAILS

Company:

Mitchell Anthony Capital Management Location:

Irvine, CA Job Status:

Full Time Job Type:

Employee Education:

Bachelor's Degree Career Level:

Experienced (Non-Manager); 2 to 5

Years Starting Salary:

$ 100,000-140,000 Annual Base Salary (Depending on Experience) + Bonus / Profit Sharing /

Health & Dental Benefits Pay:

$100,000.00 - $140,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Application Question(s): Are you willing to take a Myers Brigg Braintyping Test Have you gathered 10 million or more in assets for your current or previous Wealth Management firm Do you have the following license or certification: Investment Advisor/Representative?

Education:

Bachelor's (Required)

Experience:

Asset Gathering:

3 years (Preferred)

License/Certification:

Series 7 (Preferred) Series 65 (Preferred) Ability to

Relocate:

Irvine, CA 92618: Relocate before starting work (Required)

Work Location:

In person