Associate Financial Advisor
Company Name:
The HT Group
Do you enjoy providing services and financial planning? Are you looking to broaden your clientele and earn a higher pay-out ratio? Would you like to eventually become a partner and own your own practice?
We are representing one of our clients who is looking for an
Associate Financial Advisor.
This is an opportunity where you can take charge of your career and your income as you form meaningful, long-term relationships with clients, help them achieve their financial goals and develop your career.
This is a great opportunity for someone who is looking to eventually become a partner. The ideal candidate will be someone who can move over their current book of business and for doing so, will automatically receive a higher pay-out ratio.
The ideal candidate will have experience with asset management, client building and marketing. This person MUST have their Series 7 & 66 Licenses and currently manage a book of business between $10-$20M AUM.
Responsibilities:
Develop and deepen client relationships
Ability to conduct investment research
Deliver personalized investment advice to help clients achieve their financial goals
Relationship-building skills and commitment to establishing long-term clients
Qualifications:
3-5 years proven success with at least $10M AUM
Brokers Licenses (Series 7 and 66) required
Insurance License (Group 1) preferred or ability to achieve license
Outgoing, self-motivated, highly driven and sales-oriented personality
Thank you for your interest in our job posting. The HT Group is a full service staffing company with four divisions, including, staffing, professional, technical and search. To be considered for this position please submit a MS Word formatted resume.
To learn more about HT Staffing and to see a complete list of all of our job postings, please visit our website at www.thehtgroup.com.
To keep up with The HT Group on social media please click the links below.
Facebook (http://www.facebook.com/htstaffing)
Twitter (http://www.twitter.com/thehtgroup)
Linkedin (http://www.linkedin.com/company/the-ht-group)Estimated Salary: $20 to $28 per hour based on qualifications.
The HT Group
Do you enjoy providing services and financial planning? Are you looking to broaden your clientele and earn a higher pay-out ratio? Would you like to eventually become a partner and own your own practice?
We are representing one of our clients who is looking for an
Associate Financial Advisor.
This is an opportunity where you can take charge of your career and your income as you form meaningful, long-term relationships with clients, help them achieve their financial goals and develop your career.
This is a great opportunity for someone who is looking to eventually become a partner. The ideal candidate will be someone who can move over their current book of business and for doing so, will automatically receive a higher pay-out ratio.
The ideal candidate will have experience with asset management, client building and marketing. This person MUST have their Series 7 & 66 Licenses and currently manage a book of business between $10-$20M AUM.
Responsibilities:
Develop and deepen client relationships
Ability to conduct investment research
Deliver personalized investment advice to help clients achieve their financial goals
Relationship-building skills and commitment to establishing long-term clients
Qualifications:
3-5 years proven success with at least $10M AUM
Brokers Licenses (Series 7 and 66) required
Insurance License (Group 1) preferred or ability to achieve license
Outgoing, self-motivated, highly driven and sales-oriented personality
Thank you for your interest in our job posting. The HT Group is a full service staffing company with four divisions, including, staffing, professional, technical and search. To be considered for this position please submit a MS Word formatted resume.
To learn more about HT Staffing and to see a complete list of all of our job postings, please visit our website at www.thehtgroup.com.
To keep up with The HT Group on social media please click the links below.
Facebook (http://www.facebook.com/htstaffing)
Twitter (http://www.twitter.com/thehtgroup)
Linkedin (http://www.linkedin.com/company/the-ht-group)Estimated Salary: $20 to $28 per hour based on qualifications.
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