Financial Advisor
Requirements
Must currently hold a series 7 license.
Other helpful but not required licensing:
Series 63
Series 66
Are you a Financial Advisor or a Stock Broker looking for the next step in your career? We have an opportunity for you! Check out our Financial Advisor and Wealth Management positions.
Do you have a background in Finance and Investments as either an advisor or broker?
Do you challenge yourself to continue to grow and develop?
Do you love to build relationships and educate?
Do you want to be innovative?
Are you a high achiever?
Do you have passion?
Do you have drive?
Then we are looking for you!
The Role
Be the voice of our firm to high net worth clients as an Investment Advisor / Wealth Manager. You will spend your time educating each of our clients on our investment philosophy; explaining why we've made certain decisions for their particular portfolio and helping them understand events in the market.
Help each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building relationships based on trust and the expertise that our firm offers.
You will receive support from internal departments which will allow you to focus on providing unparalleled customer service. You can take off your many hats as a Financial Advisor and become an expert in service and educating our clients on their many options.
Some of What We'll Provide You
An assigned roster of high net worth clients that allow you to focus on building trust, educating, and providing unparalleled customer service.
Advanced finance and capital markets education through our training and mentoring program.
Direct access to portfolio decision makers and their supporting research teams to further your education and provide quality solutions to clients.
Open team environment to provide support and organic learning from other intelligent and ambitious individuals.
Opportunities for advancement which are driven by your performance, drive, and attitude. You determine your own career path.
Competitive compensation that aligns your interest with the client's instead of selling.
The Bottom Line
The individuals who typically excel in this role have finance experience and a thorough understanding of the investment industry.
They understand that we are structurally and culturally different from our competition, and that gives us an advantage. You will succeed if you have a desire to develop relationships with your clients, as opposed to focusing primarily on selling them products or unnecessarily trading their accounts.
You will thrive if you have a tremendous desire to explore new opportunities and challenges and along the way, seek to help us in our quest to better the investment universe.
Finally, you will excel here if you have a strong understanding of the importance of the service we offer our clients if you continuously strive to put your clients first.
Estimated Salary: $20 to $28 per hour based on qualifications.
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