Vacancy caducado!
Growing Registered Investment Advisory firm looking to add an investment advisor/financial planner.
Must have a series 65 license, and/or a CFP designation. A spotless compliance/financial record is mandatory.
Candidate should be an advisor with a current book-of-business looking for an opportunity to work in a fee-only, fiduciary capacity.
Ideal candidate would be an individual that places value on utilizing established systems, office space, branding, portfolio management and planning tools, and investment strategies to deliver a high quality, consistent experience to the end client.
Various compensation/affiliation possibilities (i.e salary+bonus, 1099) will be considered depending on candidate.
Serious inquiries only.
Vacancy caducado!