Financial Advisor (Producer) jobs in United States
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Hirewell · 1 day ago

Financial Advisor (Producer)

positionLA Metro Area
timeFull-time
remoteOnsite
senioritySenior Level
money$150K/yr - $200K/yr
date5+ years exp

Hirewell is seeking a Financial Advisor (Producer) to deliver personalized investment solutions to help clients achieve their financial goals. The ideal candidate will be responsible for creating financial plans and ensuring the accuracy of information while cultivating client relationships.

Recruiting
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Growth Opportunities

Responsibilities

Drive new business to add to your book of business
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare wealth plans and stay up to date on continual progression and accuracy

Qualification

FINRAInvestment knowledge5+ years' experienceSales backgroundInterpersonal skills

Required

FINRA
5+ years' of industry experience
Strong understanding of the investment business
Producer/sales aligned background
Excellent interpersonal skills

Company

Hirewell

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Hirewell is an online recruitment platform that connects job seekers with employers. It is a sub-organization of PRYTEK.
dateFounded in 2001
location
Chicago, Illinois, USA
people-size51-200 employees
web-link
http://www.hirewell.com

Funding

Current Stage
Growth Stage
Total Funding
$21M
Key Investors
PRYTEK
2021-11-09Series Unknown· $21M

Leadership Team

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Matt Massucci
CEO | Founder
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Recent News

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Company data provided by crunchbase