MRB Capital Group · 20 hours ago
Independent Financial Advisor
United States
Full-time
Remote
Mid, Senior Level
4+ years expMRB Capital Group is an independent registered investment advisory firm committed to providing comprehensive financial services. They are seeking currently licensed independent financial advisors responsible for offering financial planning, managing investments, and providing financial advice while building their own client base.
Financial Services
Responsibilities
Serve as an advisor to new and existing clients of the firm
Manage your business – as an independent Advisor you will be responsible for generating prospect leads, closing sales, and managing your client relationships
Operate as a fiduciary to your clients – learn their complete financial situation, financial goals, and risk tolerance, and other suitable information needed to develop financial plans, offer investment advice and insurance products
Inform, educate, and solicit investment prospect referrals networks (CPAs and tax professionals, estate attorneys, etc.)
Represent MRB Capital Group with professionalism and compliance while making our clients priority #1
Qualification
Required
Possess a true desire to help others achieve their financial goals
Strong time management and organizational skills
Strong communications skills for lead generation and working with prospects, clients, coworkers, vendors, and networks
Active FINRA Series 65 license required (or Series 7/66 combination or C.F.P designation)
Ability to acquire and manage minimum AUM/Revenue thresholds within 12 months of production
Preferred
4+ years relevant industry experience preferred
Bachelor's degree preferred
Certified Financial Planning designation (or other industry certifications and training) preferred
Benefits
Compliance including FINRA Investment Advisor Representative registration processing and fees
Errors & Omissions (E&O) insurance
Custodial/wholesale platform service and assistance that include trading, fee billing, reporting, client and advisor access logins, and more
Marketing including Social media campaigns, website lead generation, and advertising campaigns.
Product/Service Marketing materials (Brochures, business cards, product highlight booklets, and more
Communication supports (Personalized business address, business phone app
Company
MRB Capital Group
Independent, comprehensive, Fee-only financial services firm dedicated to providing exceptional services to individuals, families, and small business owners.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase