Search BizAthletes ยท 1 day ago
Financial Advisor
United States
Full-time
Remote
Mid Level
$150K/yr - $200K/yr
3+ years exp
Maximize your interview chancesStaffing & Recruiting
Hiring Manager
Abby Jones
Insider Connection @Search BizAthletes
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Grow Revenue by Building Relationships
Build and Maintain a Client Portfolio
Bring in New Prospects & Grow Existing Relationships
Ownership over Investment Management, Financial Planning, & Income Strategies
Meet & Exceed Sales Goals
Qualification
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Required
3+ Years of Successful Financial Planning Experience
Bachelor's Degree from Accredited University
$30 Million+ in Managed Assets
Experience Growing Book of Business
Able to Bring Your Book of Business With You Without Any Restrictions
Have at least one of CFP, CFA, or CPA
Preferred
CFP or/and CFA strongly preferred
Benefits
Health Care Plan (Medical, Dental & Vision)
Life Insurance (Basic, Voluntary & AD&D)
Short-Term & Long-Term Disability
Vacation, PTO, Sick Time Off
Company-Sponsored Quarterly Trips
Prospecting Expenses & Travel Covered
Company
Search BizAthletes
Search BizAthletes is nationally recognized for recruiting & delivering the most sought-after Most Valuable Professionals (MVP's) in the game - Business Athletes.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Greg Letow
Founder and CEO
Company data provided by crunchbase
