What are the responsibilities and job description for the Financial Planner, Investment Retirement Planning position at Procyon Partners?
Join Our Team as an Experienced Financial Advisor
We are seeking a seasoned financial advisor to join our vibrant growing Registered Investment Advisor (RIA) firm. As a wealth management platform, we currently have 50 people caring for over a thousand clients and managing more than $8 billion dollars of client wealth.
About the Role
We offer a unique opportunity for experienced financial advisors to grow their practice while enjoying a better work-life balance. With our collaborative team, you will have the support you need to focus on what you do best - maintaining client relationships and developing new business.
Your Benefits
- Less Back Office Work: Our comprehensive CRM system and dedicated teams handle non-essential tasks, allowing you to concentrate on high-value activities.
- More Prospects: Our FA coach and in-house marketing team will help you refine your marketing niche and develop a prospecting program to fill your pipeline.
- Robust Verticals: Our range of services, including tax preparation, trust services, risk management, institutional consulting, and employee benefits, enables you to provide comprehensive solutions to your clients.
- Candid Communication: We value transparency and clear communication with our advisors and clients.
What We Offer
We have multiple office locations, but also offer 100% remote work options for the right candidate. If you're looking for a supportive environment that allows you to thrive, we encourage you to apply.
