Financial Advisor
Financial Advisor
Posted on :
08-03-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2603008
Succession Plan for Sr. Financial Advisor. National awardwinning RIA is seeking an FA specializing in Financial Planning. Will receive $45MM AUM when joining with more when the Sr. FA retires.
Requirements
- Comfortable Communicating with High NetWorth Clients
- Works Well in a Collaborative Team Environment
- Desires to Manage Client Relationships
- DetailOriented
- Shows Initiative to Grow as a Professional
- CFP preferred
- robust book of business
Benefits
* mentoring
* competitive salary and bonuses
* knowledge of securities business * Excellent at Prioritizing, Planning and Organizing * Strong personal characteristics of initiative, integrity, and creativity * Effective communication skills with high emotional intelligence * Highly Detailed * Task Oriented * Strong Follow Up Skills * Professional Appearance and Personality * Works well in a Collaborative Team Environment
Employment Type
Full Time
Key Skills
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