Description

We are looking for a motivated, entrepreneurial individual as part of the succession plan of the founder. Job responsibilities will include propagation of our culture of customer care, portfolio strategy, portfolio implementation and maintenance. The position will include all aspects of financial advisory including portfolio design and maintenance, servicing lifestyle needs of our high net worth clients, and estate planning. The income upside is unlimited over time.

Requirements

1. Compassion - We are looking for an individual that is conscientious and cares about the outcome for our clients.
2. Character - We are looking for a truthful and reliable individual who is careful and conscientious.
3. Competence - We are looking for an individual who is competent and willing to learn our value proposition.
4. Service - We are looking for an individual who truly understands and cares about providing white glove service to all our accounts. There is no such thing as a small detail.
5. It is preferable if the individual has a Series 7 license as it will be required eventually.