Job Description

Summary:
Wealth Management arm of stable, well-known boutique investment firm looking
to add experienced Financial Advisors with minimum production in $200,000
range.

Responsibilities:
Build/maintain book of business by selling a wide range of products, services, and solutions inclusive of
standard investment and proprietary fixed income products

Really get to know clients and prospects so comprehensive, personalized
portfolios may be offered

Experience:
Bachelor's Degree
Established book of business
Clean U4
Series 7

Candidates interested in applying to this role should e-mail 465c47@brokeragejobs.com.