Career Opportunities at Zeller Kern
Experienced Advisor
We are actively seeking an experienced adviser 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 and legacy planning.
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 and a clean U4 for registration with our nationally recognized independent Broker/Dealer. Ideal candidates should be professional, ethical and courteous.
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 adviser 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 a desirable upscale area.
If you are considering a move, consider Zeller Kern Private Wealth Management Inc. Call us today at 916‑436‑8270 to further explore this exciting opportunity. All inquiries are strictly confidential.