Financial Advisor Recruiter - Finding firms the best candidate
Senior Financial Advisor
Experienced Financial Advisor who has already worked towards their own book of clients with a proven ability to manage profitable client relationships and an ability to interact with both internal and external customers. Must have the following license: SIE, Series 7, Series 66, Life & Health
Associate Financial Advisor - Licensed
This candidate has a just started in the financial advising industry and is looking to continue to build their client list with more guidance from a seasoned professional.
Non-Licensed Financial Advisor (training)
The successful candidate will be a talented and experienced professional who has solid communication skills, an understanding of the compliance issues related to financial services, and an enthusiasm for the products and services that they offer. WIlling to work towards licensure.
Financial Paraplanner
In this role, you will be responsible for providing comprehensive financial services and guidance to clients. The ideal candidate will have a strong background in cash management, investment management, and financial planning. This is an excellent opportunity for someone with a passion for finance and a desire to make a positive impact on clients' financial well-being.
Operations Development Supervisor
The ideal candidate will be responsible for overseeing the day-to-day operations of the organization, including managing staff, developing, hiring staff, recruiting, acquisitions, Workplace solutions, and alliance development while implementing operational policies and procedures, and ensuring that all operations are running smoothly and efficiently. The successful candidate must have excellent organizational skills, the ability to multitask, and a strong understanding of the company’s goals and objectives. The hired employee has the opportunity to become a manager / director as the firm grows.