Financial Advisor

Boston MA

Responsibilities

 

  • Develop & manage relationships with clients
  • Generate & implement comprehensive financial and investment plans
  • Remain current and informed of new investment products and market trends
  • Identify and develop new business through existing and potential clients
  • Remain compliant with all processes and procedures set forth by the firm

 

 

 

 

Requirements

 

  • 3+ years in industry
  • Bachelor’s degree
  • Series 7 and 63 licenses
  • Client focus approach
  • Performance and goal driven personality
  • Established book of business with a minimum production of $250k AUM

 

 

 

Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

 

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Date Posted 10/30/2018
Salary Open






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