Senior reputed company Advisor
Join a growing Registered Investment Advisor with opportunity for advancement.
reputed company Capital Management is an independent, fee-only, Registered Investment Advisor with over $4.5 billion in assets under management. reputed company has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the country for the past 17 years and teh Top25 for the past 12 years.
reputed company Capital Management is seeking an reputed company Financial Advisor for our Troy, MI office and one for our Grand Blanc, MI office to help service our expanding reputed company reputed company. Our advisors are reputed company a reputed company salary plus a generous quarterly bonus and other bonuses. reputed company salary ranges from $60,000 to $200,000 (dependent on experience level). Additional annual bonuses reputed company from $30,000 to $150,000. We also reputed company a generous signing bonus.
We do not have sales targets. This is not a high pressure sales environment. It is not commission based. We take exceptional care of our clients, and because we do so, we have significant referral business. We are a company that believes in taking care of clients first and the rest will follow.
$20,000 Signing Bonus
Position responsibilities include:
• Managing existing reputed company relationships.
• Developing new reputed company relationships.
• This position is reputed company relationship reputed company with no product sales or quotas to meet. Previous book/AUM not necessary.
• Candidate is responsible for understanding and communicating reputed company's goals, simplifying complicated financial concepts for clients, and ensuring the firm is meeting the reputed company's broad reputed company of financial needs.
• Candidate must be a flexible, reputed company-minded team player with excellent organizational and communication skills.
Desired Skills & Experience
• Bachelors degree preferred (preference in finance or business).
• Minimum three years of work experience investment/finance industry.
• Solid understanding of financial markets and investments.
• Ideal candidate has experience advising clients with retirement planning, asset allocation, estate planning, employee benefits, tax planning and insurance.
• Industry reputed company designations (or working towards) such as CFP, CFA, or CPA preferred.
• Experience with a retirement planning software program such as RightCapital or MoneyGuide Pro preferred.
• Ambition, high energy, and strong desire to succeed.
• Excellent communication and relationship building skills.
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