Financial Advisor
Financial Advisor
Posted on :
26-03-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2662642
The Wealth Management arm of a top 10 US CPA firm is seeking a leader to start the practice in the Providence office.
- As an FA you re supported by a 70 year National CPA firm.
- UHNW and HNW clients.
- Cultivate relationships with over 13 CPAs in the office. This offers unlimited potential for referrals.
- Career Development with ongoing training mentoring.
- Equity track
Requirements
* 35 year experience
* Series 65 or 66
* deep understanding of all public investments and a working understanding of Alts & PE offerings
* unquenchable drive to succeed
* current book not necessary but recommended
Benefits
* unlimited earnings
* equity track
* mentoring
* Professional Development
Comfortable Communicating with High Net-Worth Clients Works Well in a Collaborative Team Environment Desires to Manage Client Relationships Detail-Oriented Shows Initiative to Grow as a Professional Experience and Education 3 - 5+ years of Experience in the Industry and working towards their CFP Strong Organization skills and proficiency with MSOffice 365 (Excel, Word, Outlook, PowerPoint) Bachelor s degree in Finance, Accounting, or related Business degree
Employment Type
Full Time
Key Skills
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