Growing and fully staffed financial services firm in upper Montgomery County looking for a full-time associate to work with Senior Advisor’s clients and referrals while building your own book of business. A unique opportunity for someone looking for both staff support and mentoring in an Independent Advisor’s office.
· A bachelor’s degree from an accredited college or university
· FINRA Series 6 and 65 (or CFP) and Insurance licensed
· Self-confidence, personal integrity and an understanding of fiduciary responsibility
· Desire/ability to work successfully in a small company environment