Financial Advisor/Financial Planner/Wealth Manager
Financial Advisor/Financial Planner
Take control of your own practice and book of business.
We are a 29 year old independent Investment Advisory firm looking for a high quality financial planner who is looking to increase his/her income with a well-established boutique style office. We are looking for the next generation of advisors who could possibly buy out our business down the road.
If you are an experience planner with 7 years of experience looking to move your book to an established firm we would like to talk to you.
We would offer:
. State of the art trading platform
. Full service fixed income desk
. National Broker/Dealer
. Proprietary Research team
. A fully furnished personal office
. Administrative support
. Highly competitive commission package
. Technology support
. Experienced, ethical associates to work with
To apply you will need to be a self-motivated, ethical, highly quality advisor with a minimum 7 years financial planning experience. You must be series 7 and insurance licensed, a CFP, ChFC or Masters Degree will be a plus.
If you have interest please email firstname.lastname@example.org