Our ideal candidate has 7-10 years of Financial Advisor experience and is looking for opportunities to grow within a company.
TheFinancial Advisor is a critical member of our client's management team. The principal role of the advisor is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence. Advisors are also responsible for maintaining close, ongoing relationships with their existing clients.
Key Qualifications
- Existing book of business
- Entrepreneurial spirit
- Structure and discipline
- Existing network that can continuously be expanded and cultivated within the community
- Intellectual curiosity
- Drive for success
- Strong community involvement
- CFP, or advanced designations, and Series 63, 65, or 66
- Comfortable interacting with individuals of significant wealth
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Portfolio Management - Tamarac
- Financial Planning - Moneyguide Elite
- CRM - Tamarac CRM
- Custodian - Charles Schwab
- 401k with discretionary match
- Medical insurance
- 3 weeks PTO
- Work from home Fridays
- Competitive Payouts