Financial Advisor, Financial Planner, Wealth Manager

Our growing 48-year old firm is seeking an experienced Financial Planner/Advisor to join our team.

We are seeking a self-motivated individual with . . .

• The desire to be independent and be part of a management team

• Seeking unlimited earnings in a team synergy

• Pride in superior client care in a friendly and professional working atmosphere

• The understanding that legal services & tax preparation are a part of effective & holistic financial planning

• Utmost integrity, honesty and compassion in all his/her dealings

• The willingness to achieve economies of scale with shared staff & facilities

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SUCCESSFUL TEAM MEMBER WILL LIKELY HAVE . . .

*5-10 years experience as Financial Advisor, Financial Planner, Investment Advisor, Investment Advisor or similar functions

*Assets Under Management over $20 Million (Fee or Commission Based OK)

*CFP, RIA, EA or Tax Preparation helpful, but not required

*Series 7 Securities License AND Insurance Licenses

*If Larger AUM, we will also consider hiring your experienced Assistant

This is just a brief description of the team member we are seeking . We welcome the opportunity to speak with you in person. All inquiries will be held in complete confidence.

Job Types: Full-time, Commission

Salary: $50,000.00 to $100,000.00 /year

Experience:

• Financial Planning: 5 years (Required)

Language:

• english (Required)

Commission Only:

• Yes

Additional Compensation:

• Other forms

Work Location:

• One location

Benefits:

• Professional development assistance

Paid Training:

• No

Typical start time:

• 9AM

Typical end time:

• 5PM

This Company Describes Its Culture as:

• Detail-oriented — quality and precision-focused
• People-oriented — supportive and fairness-focused
• Team-oriented — cooperative and collaborative