Financial Advisor - Remote Position

Tennison Group is working with a wonderful, entrepreneurial-spirited wealth management firm in Southern California. We are looking for an experienced Advisor with a portable book of business of at least $50 million in AUM, who is interested in continuing to grow their book. This person can live anywhere in California and work remotely. The company will provide this Advisor with office space and back-office support. The Advisor's book (including new AUM gained) will continue to be 100% portable in the future. Great compensation package with equity potential.

Interested candidates may contact John DellaSalle at jdellasalle@tennisongrp.com

Key Responsibilities for Financial Advisor Position:

• Identify, engage, and secure high-net-worth clients through your network, referral partnerships, and centers of influence (COIs).
• Build and maintain long-term client relationships by delivering sophisticated financial planning, investment analysis, tax strategies, estate planning, and philanthropic guidance.
• Leverage our comprehensive suite of resources—including investment solutions, wealth planning, trust and estate expertise, client service, legal and compliance, and business development—to enhance client success.
• Conduct regular client review meetings to ensure financial plans align with evolving goals and needs.

Qualifications And Experience for Financial Advisor Position:

• Bachelor’s degree
• CFP designation preferred
• At least 7 years of investment management experience
• Strong business development skills
• Proven track record of success in building and maintaining client relationships and extensive COI network
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly

About Financial Advisor

Connections working at Financial Advisor