Junior Support Advisor
Junior Licensed Advisor with 1-3 years industry experience.
The Support Advisor needs to be early in his/her career with a strong desire to continue to grow and at the same time looking forward to shadowing seasoned Advisor & Firm Owner for all benefits that comes with it such as mentoring, gaining skills and knowledge to succeed as a financial advisor.
Candidate must possess positive attitude, loyalty spirit, have the ability to do the job, wear all the hats and handle the complete aspects of the financial practice business cycle which includes the following but not limited to Operational – Compliance - Clients Services – Marketing savvy - Calling - Follow-up with Clients - Pre Clients and Prospective ones and hands on Technology(s) etc.…
Candidate qualifications -
Will have a minimum Undergraduate Degree, required licenses for Life and Health License and FINRA Series 6/7 or 63/65/66. Designations are preferred.
Creating alliance with definite purpose for business growth and continuity.
We offer base compensation and salary D.O.E- Bonuses are available for AUM added to the firm.
We will train qualified candidate and may consider candidate who are in the process of being licensed and or willing to be licensed prior.
E-mail resume, cover letter