Zeller Kern Wealth Advisors is actively seeking an experienced advisor in the Sacramento, California area who is interested in moving to an independent model but is concerned with the financial startup costs and commitments (i.e. office lease, buying furniture and equipment, etc.) related to leaving a wire house or regional firm.
Our established practice is both wealth management and fee based. Our firm provides a unique brand of full-service wealth advisement which includes our Focused Wealth™ Planning Process, investment portfolios, family legacy development, and an array of planning services for business owners.
This is an opportunity to get in on the ground floor and benefit from company growth of revenue and future office expansion with significant new business opportunities.
We have plenty of space for an advisor and administrative assistant. Our office is in an ideal location with signage on ground level, private offices, computers, high speed internet, multiple phone lines, fax, photocopier and file storage, as well as ample free parking in desirable upscale area.
Qualified candidates should have a successful fee-based business model with a minimum of $35 million AUM, a minimum trailing twelve-month production of $300,000, a recognized designation (CFP) and a clean U4 for registration with our nationally recognized independent Broker/Dealer. Ideal candidates should be professional, ethical and courteous.
About Zeller Kern Wealth Advisors
Zeller Kern is an independent, credentialed, fee-for-service wealth advisory that provides comprehensive planning, investment management and wealth preservation solutions for high net worth business owners, families and individuals.