Financial Advisor-Experience Required 2 Years Minimum
· We are seeking Investment Advisory Representatives to join our firm.
· 2 YEARS OF PRIOR FINANCIAL ADVISOR INDUSTRY EXPERIENCE REQUIRED.
· Must be Series 65 or 66 licensed with clean U4.
· Strength and experience in Asset Gathering, a must.
Syntax Research is an SEC registered independent Investment Adviser, serving a large number of investment advisers and broker/dealers across North America, helping them build differentiated, scalable and economically profitable practices. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences.
*Job Requirements:*
We are looking for self-motivated, entrepreneurial individuals interested in fee-only investment advisory business. You will primarily focus on asset gathering within your target markets including retail high net worth and corporate clients.
It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as an Investment Advisor Representative.
*Specific requirements for this position include:*
Highly motivated proficient at asset gathering
Excellent communication skills, verbal and written
Exceptional client relationship skills
Organization and follow up
Authorization to work in the United States (I-9)
*Syntax provides plug-and-play services like:*
· Compliance Oversight
· Performance Reporting
· Technology
· CRM
· Email Hosting
· Client Service Backend
· Office Location as needed
· Money Management
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