We are a fast-growing, locally owned, boutique investment firm looking to add team members. We are seeking a candidate who has achieved the Certified Financial Planner designation to work with our growing team of advisors to present planning and investment solutions to clients. We have existing marketing channels and investment strategies so you get to focus on financial planning and new client acquisition as well as providing best in class service to our existing client base. The ideal candidate will be looking to join a team environment where everyone is working together for the greater good of our clients and firm. You must have a very high attention to detail and an education based sales approach. We are looking for an empathetic, charismatic, go-getter looking to grow in a supportive environment. Salary dependent on experience with significant annual bonus potential and long term compensation growth. We will consider advisors/planners with an existing book of business who want to join an established team as well as those with industry experience but no book.
Provide financial planning support to clients
Support investment professionals to cultivate client relationships