Certified Financial Planner (CFP)  Wealth Advisor

Are You Ready to Explore Joining a Successful, Prestigious Wealth Planning Family?

Zeller Kern Private Wealth Management, Inc, an independent financial advisory firm, is ready to expand and welcome a professional wealth advisor to its family.

Zeller Kern Private Wealth Management is a top rated, independent financial advisory firm in Gold River, CA. (Sacramento area) We pride ourselves on providing fee for service, objective advice with an extraordinary level of personal service. Zeller Kern’s financial advisors hold the highest credentials, in-depth planning capabilities, investment management experience, and they are ranked among Sacramento's  top wealth management firms. Zeller Kern has an experienced team of support professionals on staff which allows advisors to focus on their work with clients in a beautiful, upscale surrounding. Zeller Kern's clients overwhelmingly rate their service as “exceptional.” If you are exploring the idea of joining an independent wealth advisory team, you owe it to yourself to meet the successful Zeller Kern Wealth Advisory family. The Benefits of Joining the Zeller Kern Family:

  • Experience the the ability to serve your clients in a completely objective manner while building your business, creating your own lifestyle, equity and opportunities.
  • Experience the freedom of a small family office culture and relying on an experienced and professional team of support staff.
  • Experience the freedom of a fee based, independent model while having the support of one of the biggest and nationally recognized independent broker/dealers, Commonwealth Financial Network.
  • Experience the freedom of the most advanced resources, IT, client servicing, office space, parking, in a desirable upscale area of Sacramento, CA.
  • Experience the freedom of support from experienced, world class Wealth Advisors who are ready to support you and be your team. Benefit from the opportunity to participate in profit and revenue growth of the company - a longer term and sustainable benefit.

  What you bring with you:

  • Professionalism, a high set of ethical standards, courtesy and care.
  • A minimum of $15 million AUM and a minimum trailing twelve month production of $150,000.
  • A recognized CFP designation and a clean U4.

  Advantages of joining Zeller Kern Wealth Advisory, Inc:

  • Dynamic opportunity for growth
  • No start up costs or commitments related to a wire house or regional firm.
  • Higher payouts – up to 35-50% higher than most wire houses or regional firms.
  • A broad and extensive scope of planning opportunities.
  • Incentives and bonuses ($1000 for every $1 million in new assets.)

  This is a once in a lifetime opportunity to become the one new member of our prestigious family.

If this sounds like the perfect opportunity for you, then follow these three steps to apply:

1.    Send your resume to: careersatzellerkern@gmail.com

2.   Click here to proceed to our Job Survey.      

3.   Click the link available at the end of the Job Survey to take a short Skills Quiz .

You will not be considered until you complete these three application steps.