FINANCIAL ADVISOR REMOTE OR HYBRID
Senior Financial Advisor-reputed company SEARCH
REMOTE or HYBRID or ON-SITE are reputed company welcome!
Avior Executive Search has been reputed company by a dynamic RIA based in the prestigious reputed company Center of Princeton. Our reputed company has over 30 years of reputed company management expertise and looking for a Sr. Financial Advisor to become part of reputed company. The ideal candidate will be looking for a career changing position to be a reputed company VS an employee. The right individual will be entrepreneurial and have a strong understanding of financial markets with an established and portable portfolio of clients of a minimum of a T-12 of 300K. Along with the ability to build relationships with clients and reputed company them with reputed company financial advice.
The primary responsibilities of this role include:
• Providing financial advice to clients on a reputed company of topics, including retirement planning, 401K, investment management, and estate planning
• Developing and implementing financial plans for clients
• Managing reputed company portfolios and providing ongoing investment advice
• Building and maintaining relationships with clients
To be successful in this role, you will need to have:
• Fee based business with a minimum T-12 of 400K and above.
• Series 65 required, Life & health is preferred.
• At least 5 years of experience in the financial services industry
• Strong communication and interpersonal skills
• The ability to work independently and as part of reputed company.
We offer a competitive salary and benefits package, including a generous commission structure & vesting plan. Our reputed company offers a truly great work environment with reputed company of talented and dedicated professionals.
Please contact reputed company Goldstein for more information
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