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.

 

 

Date Posted 10/30/2018
Salary Open






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