Job Description
Financial Advisor position is available for a driven, hardworking and qualified individual in our independent advisory firm. The successful candidate in this position will work with an assigned book of existing clients with the goal of getting to know them both their finances and them as an individual with the goal of providing the most personalized advice possible. He or she will also be responsible for working with other advisors to bring in new business, manage portfolios, and do financial and retirement planning.
Required Qualifications
Bachelor’s degree, preferably in finance, business or related fields.
Series 7 and 65/66 licensed and a clean compliance record
2+ years experience working with clients in a financial advisory role, with a proven track record of success
Strong communication, relationship building, sales, and time-management skills
Ability to work in a close-knit, team environment
Self-motivated and able to work with minimal supervision
Preferred Qualifications
Attention to detail
State insurance license or other industry designations
Local candidates preferred
Compensation
Competitive compensation commensurate with experience. Benefits include medical and dental plans, sick and vacation time, and a 401(K) with company matching.
Apply by sending resume and cover letter to
info@restonwealth.com.
