Join Our Team!

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.

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.

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.

If you are considering a move, consider Zeller Kern Wealth Advisors. Call today at 916-436-8270, or email us at askme@zellerkern.com, to further explore this exciting opportunity. All inquiries are strictly confidential.

Learn More

We offer many benefits to a potential advisor such as:

  • A robust and centralized investment platform that includes traditional strategic allocation portfolios, as well as tactical portfolios that offer attractive upside performance and provides downside protection.
  • State-of-the-art technology and client service platforms.
  • Planning services for high net-worth families and business owners that are unique to the profession giving you great differentiation and positioning in the marketplace to grow your business.
  • Strong service brands to help you stand out and differentiate from the competition.
  • Support for servicing your clients that is backed by our highly capable and experienced operational staff.
  • Ongoing support for training, education, and achieving additional credentials
  • A culture that is value driven, encourages close relationships with our clientele, and provides encouragement to increase your knowledge, skill sets and professionalism.

If you are considering a move, consider Zeller Kern Wealth Advisors. Call today at 916-436-8270, or email us at askme@zellerkern.com, to further explore this exciting opportunity. All inquiries are strictly confidential.