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Confidential provided pay range
This range is provided by Confidential. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$80,000.00/yr - $110,000.00/yr
Join our team as an Investment Advisor (IA) and become a vital part of our success. We prioritize delivering top-notch service to our clients by offering comprehensive financial planning and strategic investment advice. As an IA, you'll play a crucial role in ensuring our clients meet their financial objectives and achieve their goals.
What you'll bring to the table:
Bachelor's degree in a business-related field such as Business Administration, Economics, Accounting, Finance, or Marketing preferred.
Series 65 or Series 66 License.
Minimum of 5 years of experience in the financial industry.
Exceptional communication skills for engaging with a diverse range of clients.
Proficiency in building and maintaining genuine client relationships.
Expertise in client management.
As an IA, your experience, expertise, and dedication to ethical practices in the investment industry will contribute to the growth of our firm. If you're ready to make a significant impact and thrive in a dynamic environment, we encourage you to apply and join our team of professionals.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Business Development, Finance, and Consulting
Industries
Financial Services, Investment Management, and Investment Advice
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