Looking for a detail oriented individual who is or would be open to be licensed in the financial services industry. Series 7 and 66. Not a requirement to start and we would help the individual with fees and testing materials. Job really is about people skills and organization. This would be a position being filled for a retiring team member that would train the new individual before she leaves. Benefits include health insurance with an HSA and monthly indoor parking. Once licensed, profit sharing is a possibility. $50k to $100k is realistic after 4-5 years experience post licensing.
About us: We have been in the business of financial advice for the past 50 years and have a well established customer base. Two generations work in the downtown San Diego office and we are looking to expand in the San Diego/Southern California region.