Posted: Fri Oct 06 2023
This position is salaried, with the potential for additional compensation on the backend. The specific salary will be influenced by many factors including experience, FINRA licenses, and industry designations. Hybrid work schedule.
A boutique private wealth management company specializing in comprehensive, long-term financial planning for its clients is in search of a Financial Advisor. In this role, you will be responsible for nurturing and strengthening existing client relationships, as well as establishing new client connections. The firm operates independently, without any ties to money managers, mutual funds, or life insurance companies. This independence allows them to prioritize their clients' fiduciary interests by carefully selecting the most suitable investment products available.
Bachelor's Degree is a required
A minimum of 3 years of proven experience as a successful Financial Advisor
Series 6 or Series 7 and Series 65
Additional credentials such as CFP or CIMA would be desired
Demonstrated ability to operate both independently and within a collaborative team environment