The company is looking for a trustworthy, empathetic, and service-minded individual to help our clients build a path to financial independence. This will be done within a fiduciary and fee-only business model. The candidate must always work in the best interest of the client.
Details:
The Financial Advisor will support the President / Senior Advisor in business development. This will include meeting with prospective clients in person, over the phone, and via web conference. He/she will also be part of our Investment Committee & Financial Planning Committee. This position will also manage client review meetings. Other responsibilities include a role in company branding and various marketing efforts.
Requirements:
The ideal candidate will hold at least a Series 65 license as well as a CFP and/or CFA designation. A minimum of 5 years of industry experience is required. This person must be willing to support our firm's fiduciary and fee-only business model.
Benefits:
The company offers industry-competitive pay with 401K matching, healthcare, dental, vision, short-term & long-term disability, life insurance, paid time off, and family schedule flexibility. STD, LTD, LI
We support recruitment agencies with people
