What are the responsibilities and job description for the Financial Advisor position at Financial Planner Recruiting, LLC?
Our client is a planning-driven RIA, who is seeking a Financial Advisor to join their team. They are committed to delivering exceptional services to our clients while supporting our extraordinary employees. Approaching $1 billion of assets under management (AUM), they have doubled in size in five years and have a strategy to double again in the next seven years. They centralize operations, trading, investment selection, compliance, client service, marketing, and lead generation so that our financial advisors can focus on what they love to do -solving the sophisticated needs of our high-net-worth clients. As a Financial Advisor, you'll play a critical role in developing business, engaging clients, and delivering superior client experience. You'll operate in a supportive environment that values your input and autonomy.
Some Responsibilities Include :
- Provide comprehensive financial planning to clients.
- Develop new HNW client relationships and expand current relationships.
Qualifications :
Compensation and Benefits :
Salary : $100,000
