Experienced Financial Advisor at Newport Premier Wealth Management
Newport Beach, CA 92660, USA -
Full Time


Start Date

Immediate

Expiry Date

17 Nov, 25

Salary

80000.0

Posted On

17 Aug, 25

Experience

7 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

REQUIRED QUALIFICATIONS

  • Valid and active Series 7 + Series 66 licenses (or 63/65 in leu of Series 66)
  • Established and portable practice with a minimum of $200k in production
  • Have integrity, entrepreneurial spirt, and ability to work well with office staff

WHO WE ARE

  • At Newport Premier Wealth Management, our goal is to empower advisors to be independent, but not alone
  • We help advisors plug into an established brand and access a premier office environment where support staff and other primary infrastructure costs are taken care of for the advisor
  • We help advisors gain maximum freedom to be their own business owner, book owner, and boss, while providing a platform to smoothly exit their current corporate atmosphere
    Newport Premier Wealth Management wealth advisors are Independent Contractors whose income is based solely on production and paid through custodial broker dealer
    *Compensation grid factors are dependent upon individual production level
    Job Types: Full-time, Contract
    Pay: From $80,000.00 per year

Application Question(s):

  • Do you have an established and portable practice with a minimum of $200k in production?

License/Certification:

  • Series 7 (Preferred)
  • Series 66 (Preferred)

Work Location: In perso

Responsibilities
  • Manage and grow your own book of business
  • Provide financial guidance and investment solutions to your clientele
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