We are currently seeking an established financial advisor to join our team.
Salary: Highly competitive and commensurate with AUM
Bonus: Commensurate with new business development and AUM
- Desire to work in a dynamic team-oriented fee-based business model
- A developed book of business over $10 million
- Excellent communication and organizational skills
- Detail-oriented independent thinker
- Strong business and investments acumen
- Excellent client-facing and capable of interfacing with HNWs
- Clean compliance record
Responsibilities would include:
- Convey complex financial planning concepts with MoneyGuidePro
- Conduct client investment reviews with Morningstar Office
- Trade firm positions in stocks, bonds, mutual funds and ETFs through the Tamarac trading platform
- Other responsibilities associated with being part of a small entrepreneurial business
Bachelors degree required. Position reports to the partners of the firm.