Base Salary + Guaranteed Quarterly Paid Bonuses = $110-$115K
Hybrid Work Environment
Are you passionate about helping others achieve financial freedom? Join an industry-leading firm that prioritizes meaningful client relationships over transactions. Here, your expertise is empowered through professional flexibility, comprehensive support, and unparalleled growth opportunities. Step into a role where your impact extends beyond investments-you'll help shape financial futures.
Why This Opportunity Stands Out
Client-Centered Focus: No cold calling. Engage with existing clients.
Career Progression: Access to ongoing training, mentorship, and a clear pathway to elevate your career.
Supportive Environment: Work in a collaborative Investor Center with cutting-edge tools and resources to help you excel.
Your Role
As an Investment Advisor, you'll work onsite to:
Develop tailored financial plans leveraging advanced tools and a diverse portfolio of products.
Build lasting relationships through proactive outreach and personalized consultations.
Deliver expert guidance by deeply understanding client goals and aligning them with the right investment strategies.
What You Bring
Active Series 7 & 66 (or 63 & 65) licenses (required).
2+ years of financial planning experience and a track record of strengthening client relationships.
A solid understanding of investment solutions and a passion for educating clients.
Outstanding communication, problem-solving, and consultative skills.
A thriving mindset in a fast-paced, dynamic environment.
Professional certifications like CFP (preferred but not required).
They Invest in You!
Our clients' most significant advantage is their people; they believe it is important to approach life holistically. The total compensation package also includes a competitive, stable base salary, guaranteed quarterly bonuses, and other variable compensation = $110k-$115k first-year earnings.
(**placement in the range will vary based on your job responsibilities and scope, geographic location, and relevant experience.)
Their benefit programs are designed to help you and your family strike the right balance. They include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, educational assistance, and learning resources to develop your career.
The Firm's hybrid working model blends the best of onsite and offsite work experiences. While working onsite is essential for the firm's business strategy and culture, they also value the benefits that working offsite offers associates.
If you are ready to join an investment leader who empowers professional growth, flexibility, and support, thus enabling your long-term success, Apply Now!