Financial Advisor
December 3
Description
• You will be mentored by an experienced Financial Advisor • Market to potential new clients to grow a book of personal advisory clients • Act as an associate advisor in for existing client relationships • Work as the lead advisor on clients that you bring into the firm • Prepare and present investment and advisory recommendations both individually and in conjunction with mentor
Requirements
• 2+ years as a financial advisor is preferred • Clean compliance record • Bachelor's degree or graduate degree in business or a related field • Series 65 and CFP designation preferred, or an intent to complete • Experience in a security-related or financial planning firm is a plus • Client relationship and sales experience is a plus • Knowledge of Schwab, TD Ameritrade, and/or Fidelity custodians a plus • Knowledge of financial planning software, including Money Guide Pro
Benefits
• This is an entrepreneurial role that does not offer a base salary or benefits.
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