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Financial Advisor, Investment Advisor

Appointment Setting For You, LLC / USA Recruiters Fort Myers, FL
  • Expired: over a month ago. Applications are no longer accepted.

My Client has an outstanding opportunity for an advisor. This position will go fast. If interested please contact me right away. They are a 23 year old firm that has accelerated growth and is a very unique business.

· Full suite of wealth management services PLUS a unique separate division with expertise in Business Succession and Exit Planning Services.

· They provide great Technology & support, Marketing and provide strong payouts.

· Has strong technical experience with 2 CFA’s, 2 CPA’s, 1 CFP and another 3 who are obtaining the designation.

· They provide coaching and guidance to help you build a large practice.

· Excellent transition assistance.

· Well funded.

· Seasoned, high experience support staff available to you

· Great branding and marketing

· Offers a unique PATHWAY TO PARTNERSHIP program

· Clear through TD and Fidelity

· Spectacular office located close to the beach and across from Fidelity and Schwab

· Payout and compensation structure is flexible and customized based upon your experience, production levels and value that you bring to the firm.

· Leading edge Business Succession planning for their clients.

Appointment Setting For You, LLC / USA Recruiters

Why Work Here?

Highly reputable company that will train and support you

Our company has been recruiting for over 18 years in the industry and have thousands of contacts in the Financial Services Industry. We have top notch Clients who are looking for candidates who they can add to their team.


Fort Myers, FL