Careers

Financial Sales Professional

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, Reilly Financial Advisors, a fee-only, international Wealth Manager is looking for a Financial Sales Professional in the Orange County area.

RFA provides —

— An established relationship with a network of multiple Custodial offices.

— Continuous access to warm referrals directly from that network.

— The support of an experienced portfolio, operations, and client service team.

— Generous health care and matching 401(k) package.

— The opportunity for steady financial, professional and personal growth.

 

RFA does not cold call! The position begins with a six-figure salary combined with a bonus structure program

The ideal candidate has 10 or more years of experience in outside financial sales, and can:

  • Conduct – compelling individual and group presentations.
  • Grow – referral networks outside of custodial relationships.
  • Build – strong relationships with professional contemporaries and potential clients.
  • Sell – Investment Management and Financial Planning concepts.
  • Close – professionally and with conviction.

The successful candidate will have –

– A strong desire to succeed.

– Well-defined personal and professional goals.

– Organizational and time management skills.

– The ability to motivate themselves and others.

– A proven talent for financial sales.

Reilly Financial Advisors is a Registered Investment Advisor with over $1 Billlion in managed assets with both retail and institutional clients, and offices throughout the U.S., Europe and the Middle East.

A cover letter and resume should be sent to resume@rfawealth.com.

 


Director of Sales

Named to Barron’s Top 100 Independent Financial Advisors, Financial Times Top 300, Financial Advisor Magazine’s Fastest-Growing 50 Firms, and a recipient for San Diego’s Best Firms to Work For, Reilly Financial Advisors, a fee-only, international Wealth Manager is looking for an experienced Director of Sales to oversee 4 wealth management consultants covering the western United States.

Reilly Financial Advisors, headquartered in San Diego, California, is looking for a Director of Sales who has proven ability to:

  • Provide sales leadership for our growing $1.4 Billion AUM RIA firm
  • Coach and develop sales team
  • Further develop the sales process

Our consultants are provided with direct, immediate and continuing access to pre-qualified client leads from both our Corporate Retirement Services division as well as through custodial relationships. We do not cold call!

Qualifications:

  • Proven ability to build and manage an RIA sales team focused on Individual high-net worth clients
  • Minimum of 5 years of proven success in financial services sales management position
  • Minimum of 7-10 years sales experience in financial services industry
  • Results-oriented, high energy, fast paced, independent leader

Compensation:

  • Base pay plus incentive-based compensation package
  • Company-paid medical, sick time and vacation benefits

Reilly Financial Advisors is a Registered Investment Advisor with over $1.4 Billion in managed assets with both retail and institutional clients, and offices throughout the U.S., Europe and the Middle East.

A resume should be sent to resume@rfawealth.com.