Registered Financial Advisors
Job Location:
Orange County, NC - USA
Yearly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
REGISTERED FINANCIAL ADVISORS
LOCATION:
- New York: Mineola Dutchess County Orange County
- New Jersey: Red Bank
- Florida: Aventura Boca Raton Bonita Springs
POSITION TYPE: Full-Time In-Office/Onsite
STATUS: Immediate Hiring
COMPENSATION: Attractive Compensation Package DOE (Depending on Experience)
Our client is a prestigious highly successful growing multi-location wealth management and financial services firm seeking experienced Registered Financial Advisors to join its growing team.
QUALIFICATIONS
- Active SIE Series 7 and Series 66 (or Series 63/65) required.
- Minimum 3 years of financial advisory or brokerage experience.
- Existing book of business of $200000 required.
- CFP is a plus.
- Strong client relationship and business development skills.
- Excellent communication and interpersonal skills.
RESPONSIBILITIES
- Manage and grow an existing book of business.
- Develop and maintain strong client relationships.
- Provide financial planning and investment advisory services.
- Develop new business opportunities through firm-provided warm leads.
- Work with the tax and wealth management teams to provide comprehensive solutions.
- Maintain accurate client records and follow applicable compliance requirements.
Benefits:
- Retirement plan with company contribution
- Paid holidays vacation and sick leave
- Medical dental and vision insurance options
All conversations are confidential.
Required Experience:
Unclear Seniority
About Company
We are a search firm working on behalf of our client. We are a highly respected professional search firm. Our CEO is named in Whos Who of America and other and we have many prestigious awards attesting to our culture and ethics. Please do see our website. A firm you can trust!
