ARE YOU PASSIONATE ABOUT FINANCE, BUSINESS DEVELOPMENT, AND BUILDING LASTING CLIENT RELATIONSHIPS? DO YOU THRIVE IN A FAST-PACED, ENTREPRENEURIAL ENVIRONMENT WHERE YOUR SUCCESS IS DIRECTLY TIED TO YOUR EFFORT AND INITIATIVE?

We are a leading team in the wealth management space, partnering with professionals, families, and business owners to deliver tailored investment and retirement strategies. We’re currently seeking motivated individuals ready to build a long-term career as an independent investment advisor.

• Prospect for new clients through calls, networking, and LinkedIn
• Build and maintain your own list of leads using our CRM system
• Analyze client needs and develop personalized investment and retirement strategies
• Work closely with a senior advisor to support client service and drive business development
• Stay up to date with market trends and financial planning strategies