Careers - Wealth Managers

Available Positions

Investment Adviser

Our investment advisors provide clients with investment recommendations to meet their objectives by determining risk tolerance and investment horizon. The ideal candidate will have prior experience in the industry or hold a certified financial planner designation.

Requirements

Currently hold or willing to obtain a Series 65 license
Experience in creating financial plans and/or asset management
Bachelors degree in accounting, finance, or economics highly desired
Expertise with various securities, including equities, bonds, and funds

Real Estate Agent

Work with buyers and sellers to help clients with their property needs. This may involve showing homes for sale, writing up purchase agreements, taking pictures of properties and create multiple listing service listings of properties for sale. You must learn how to search the multiple listing service to provide potential buyers options for property purchase.

Requirements

Prospect for new clients, part-time or full-time
Currently hold or willing to obtain California Real Estate Salesperson license
Join the Pasadena Association of Realtors and multiple listing service
Have excellent communication and customer service skills
Computer skills for drafting agreements and documents for signature

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Mortgage Advisor

The mortgage advisor counsels clients on loan products for home purchase and refinance. This position requires advising clients on the most appropriate loan for their particular circumstances and objectives. Assisting clients with the application process and answering any questions they may have.

Requirements

Currently hold, or willing to obtain an active NMLS license
Experience in finance and/or home mortgages
Utilize applications such as Lender Price and Loan Sifter to search for the best rates

Insurance Agent

This position requires individuals to assess a client’s insurance needs and provide quotes to mitigate risk. This may include both personal and commercial insurance policies. Ongoing participation in training and professional development required to stay informed of changes in the insurance market.

Requirements

Currently hold, or willing to obtain a California insurance license
Prior sales or customer service experience
Comfortable with technology for rating and quoting insurance policies

Wealth Managers, Inc. is a registered investment adviser CRD #306710. Wealth Managers, Inc. is a licensed real estate and mortgage brokerage in the State of California with license number #02139694 and NMLS #2114627. Wealth Managers, Inc. is a licensed insurance brokerage in the State of California with license number #6003358.

NMLS #2114627
Loans made or arranged pursuant to a California Dept. of Real Estate License #02110465.
Equal Housing Opportunity. www.nmlsconsumeraccess.org

Wealth Managers, Inc may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. This website is for informational purposes.

Any communications with prospective clients residing in states or international jurisdictions where Wealth Managers, Inc. and its representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

For information purposes only. This is not a commitment to lend or extend credit. Information and/or dates are subject to change without notice. All loans are subject to credit approval. Wealth Managers Inc. is not affiliated with FHA, VA, Fannie Mae or Freddie Mac or an agency of the federal government.

The information on this website is for informational purposes only and does not constitute a complete description of our investment services or performance. No part of this site nor the links contained therein is a solicitation or offer to sell securities or investment advisory services, except where applicable in states where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

USE OF LINKS TO OTHER WEBSITES: This Website may contain links to third-party websites. These links are provided solely as a convenience to you and does not imply an affiliation, sponsorship, endorsement, approval, investigation, verification, or monitoring by Wealth Managers, Inc. of the contents on such third-party websites. Wealth Managers, Inc. is not responsible for the content of any website owned by a third party that may be linked to this Website regardless of whether the link is provided by Wealth Managers, Inc. or a third party. Wealth Managers, Inc. does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website. If you decide to access linked third-party websites, you do so at your own risk. Furthermore, no representation or warranty is provided for any software that you may download from a link from this Website.

We are redefining Wealth Management. Join us!

We are redefining Wealth Management. Join us!

Available Positions

Investment Adviser

Real Estate Agent

Mortgage Advisor

Insurance Agent

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