Salaried Financial Advisor with active book of business – $10

Job Description:Our client is looking to add a producing financial advisor to their established team. Looking for an experienced advisor with a current book of business of $10-15M. This is a salaried position based on book of business. Will sit in a CPA office, easy for building more business. They are looking for asset gathers.Our client offers:IndependenceAbility to build a territoryDistribution channel will sit in a CPA firmHave access to a compliance personInvestment process and educationProvides back office support and a Marketing person We are an equal employment opportunity employer. Read more […]

October 11, 2007 • Tags: , , • Posted in: General • Comments Off on Salaried Financial Advisor with active book of business – $10

Salaried Financial Advisor with active book of business – $10

Salaried Financial Advisor with active book of business – $10-15MJob Description: Our client is looking to add a producing financial advisor to their established team. Looking for an experienced advisor with a current book of business of $10-15M. This is a salaried position based on book of business. Our client offers: Independence Ability to build a territory Distribution channel CPA firm Compliance person Investment process and education – We want asset gathers Client review process Back office support – Support staff Data Management system Corporate Retirement division Marketing person We are Read more […]

June 23, 2007 • Tags: , , • Posted in: General • Comments Off on Salaried Financial Advisor with active book of business – $10