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Local financial planning firm is seeking an Associate Wealth Advisor to join our nationally recognized practice. This advisor’s primary duty will be to transition and service their own book of business, develop the firm’s small to mid-size accounts and be responsible for replicating their client base. The ideal candidate is able to build an excellent business for themselves while participating in a highly functioning team environment.
The position requires an ability to provide high touch, professional service to all clients and an aptitude for prospecting high net worth individuals. It is mandatory for this person to have excellent interpersonal and organizational skills, a client service attitude and a burning desire to succeed.
Applicants must have FINRA Series 7, 66, and Life/Health. An ideal candidate has a comprehensive financial planning book of business exceeding $20MM in assets under management. Compensation includes salary and production based bonuses.
We have been offering wealth management solutions to high net worth clients in the Bloomington metro area since 1983. If you would like to join a firm focused on forming great client relationships, providing fabulous client service and offering professional solutions e-mail your resume by clicking apply now.