Financial Advisor – Investment Advisor – RIA – CFP

Skills Required:

Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD's, Equities, Insurance, Money Market Funds

Job Description:

Financial Advisor - Investment Advisor - RIA - Financial Planner - Series 7 - Series 63 - CFP - Certified Financial Planner - Pre-Retirement - Post-Retirement - Stocks - Preferred Stocks - Mutual Funds - Taxable Bonds - Tax-free Bonds - Insurance - Annuities - Separate Account Management - CD's - UIT's - ETF's - Trust Management

Financial Planner - Investment Advisor

Are you a great Financial Planner / Investment Advisor who is tired of large firm politics and low payouts? Do you also happen to have a transferable book of business (and 12-months trailing revenue of at least $200k), plus your Series 7 and 63 licenses? If so... Please Read On!

We have a Financial Advisor position with a full service independent financial advisory firm, which is enjoying phenomenal growth and looking for an All-Star caliber Financial Advisor to join their team in the greater Houston area!

What you need:

* At least 3-years of financial planning and/or investment sales experience, preferably in Stocks, Preferred Stocks, Mutual Funds, Taxable Bonds, Tax-free Bonds, Insurance, Annuities, Separate Account Management, CD's, UIT's, ETF's, and Trust Management
* Minimum level of production of $200K in trailing twelve months, and the ability to transition a high percentage of your clients to a new firm
* Series 7 and 63 Licenses

A big plus:

* CFA designation
* Pre-retirement / Post-retirement experience
* Experience with any of the following:
-Reg D Private Placements
-Structured Settlements
-Small Company Investment Banking
-Public Company Single Stock Planning

What's in it for you:

* Financial Advisors have all of the tools offered by the wirehouses, without the red tape associated with large organizations.
* High Payout - one of the highest in the full service brokerage business. (Note:
this position provides straight revenue sharing compensation with assistance during the initial three-month transition period based on your trailing revenue.)
* Performance-based bonuses.
* W2 option available.
* Freedom - No proprietary product pushing. You choose what is best for your clients.
* Full Range of Products - Everything you need to service your book.
* Full Benefits - 401k, Health, Dental, etc.

So, if you're a great Financial Planner / Investment Advisor who is tired of large firm politics and low payouts, and you also happen to have a transferable book of business (and 12-months trailing revenue of at least $200k), plus your Series 7 and 63 licenses... Please Apply Today!

Must be authorized to work in the United States on a full-time basis for any employer.

Want to interview today? Click Here to Do a Quick 2-Minute Online Interview!

Are you a fit for this position?

Please Click Here to Apply!
(your information will be kept strictly confidential!)

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

Email your resume in Word to:

Jim.Thomsen@CyberCoders.com
**Please do NOT change the email subject line in any way. You must keep the JobID: CC MonsterAp : JT-FinancialAdvisor-SETX -- in the email subject line for your application to be considered.***

Jim Thomsen - Executive Recruiter - CyberCoders

CyberCoders, Inc is proud to be an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, ancestry, marital or veteran status.