Description
Report Listing

Work as an independent contractor in thriving and growing existing full service practice. Exceed service expectations for existing clients with around $12 million in assets while seeking out new clients. Provide all professional services with the highest integrity that are expected of a financial planning based advisor. Maintain state and federal registrations as required. Complete all necessary training and requirements of the broker dealer. Potential for succession plan as well as buy in potential for additional books of business. Your future awaits!

Market
Job
Member Level
Premier
Last Activity
6 months or more

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