Job Title:
Wealth Management Advisor

Company: Cutler Investment Group

Location: anchorage, AK

Created: 2024-04-20

Job Type: Full Time

Job Description:

Wealth Management Advisor in ANCHORAGE, ALASKACutler Investment Group - Anchorage, AKTHIS JOB REQUIRES THAT YOU BE LOCATED IN ANCHORAGE, ALAKSA  Our story began in Southern California in 1977. In 1984, Cutler Investment Group relocated to the Pacific Northwest where we have thrived. We have now reopened an office in Orange County and are looking to expand our presence. We are seeking an experienced and trusted Anchorage-based Advisor to join our efforts. Our ideal ambassador will be a motivated business development and relationship management professional with a passion for meeting the needs of clients. Can you help Cutler flourish in Anchorage? If so, we have a terrific culture that you may want to investigate. This is not a "lone wolf" position, rather the "tip of the sword." Cutler is a family firm where employeesand partners are all treated like family. Our CFPs, investment team, and operational staff are there tohelp you win business, help our clients make money, and ensure that you spend more time with clientsand prospects and less time behind the desk. Don't believe us? Call our office 541-770-9000 and ask any of our advisory staff - you'll find them listed on our website make sure this relationship works for both of us: What you value: - A team approach to client service - Financial "crisis" while you are taking the family on anAfrican safari? You have a support team that will answer client questions knowledgeably andprofessionally so you can rest easy that they are cared for during your hard-earned breaks.Most of our operations staff are Registered Representatives.- The joy of success without someone looking over your shoulder- Your voice being heard by the investment team and the firm's leadership- Seeing your work pay off in tangible ways that are personally rewarding (no longer wonderingwhat your impact is at the bank, brokerdealer, or National RIA)- Community engagement. We pay T&E, charity expenditures, and anything else you can talk ourCEO into doing (sorry no Fyre Festivals, but yes to the Festival of the Arts). We regularly supportcauses close to the hearts of our team and are happy to support you with yours.- A competitive salary structure and robust benefits package (e.g. safe harbor 401k) What we value: -An advisor located in Anchorage, Alaska- A Bachelor's degree (we hang our team's school pennants in our Bellevue, WA, office and willproudly hang yours)- 5+ years of Financial Advisory experience in developing and managing client relationships- A proven track record of success in sourcing and closing repeat referrals from your clients andtheir COIs- Ability to manage your time. Shifting gears between client service and business developmentcan be challenging, but we are hiring for an aggressive growth position and need someone whois unafraid to do both. The good news is, if you are successful, we will hire somebody to do thehalf of the job that you don't prefer, so go out there and own your position.- Passion! Love people? Great! Love closing new business? Even better! We want every memberof our team to grow and believe the best way to ensure that happens is to hire people that havea passion...for somethinganything. Amongst us, we have an amazing diversity of passions -from hunting to chairing the oldest outdoor Classical musical festival in the Northwest - and wevalue individuals who want to learn a new skill (Spanish, scuba diving, and even arc welding haveall been listed as "need to learn" skills by our employees in the past couple of years).What would really make this a "love match":- CFP designation- A personal story! (We want someone who can have easy conversations with potential clientsabout interesting life experiences outside of finance).- While a truly portable book of business is not required for the role, a track record of success andbuilding relationships is a huge plus.- If you do have a portable book of business, Cutler is able to write attractive offers to acquireclient assets. Compensation Structure: - This position has an annual base compensation that will vary depending on the candidate andmay go up to $175,000. Considerations for the annual compensation are education, experience,training and other career-based factors.- In addition to an annual base compensation, the total compensation package will includeother benefits depending on a candidate's eligibility for those benefits. Other Benefits: - Health, Vision and Dental insurance.- Fantastic team and office location in the heart of Anchorage.- Surrounded by an incredible team that will assist and support your professional efforts.- Support and encouragement for community engagement and volunteer activities. Our clients include high net worth individuals, families, retirement plans, foundations, endowments, andTaft-Harley accounts. Don't worry about your specific strengths, we likely have the staff and experienceto help you successfully develop your book.