Sorry, this job was closed 4 years ago. See all open Investment Advisor Jobs in Newport Beach, CA

I am representing stable entrepreneurial investment advisory firm. They have a cutting edge approach to doing business. This firm is represented on TV and radio by the Advisor who started the firm. Due to this exposure it drives business into the company and has created and continues to create growth, even in this economy. This firm has an unusual concept that is definitely not held by the large investment firms of the past.

They believe the client comes first.

Due to the growth and expansion they need to add a Financial Planner to handle incoming calls, set appointments, and meetings with clients. I would like to talk with you personally about this opportunity and yes it does pay a base salary and incentives


4-year college degree from a top tier university

Ability to pass drug and background, clean credit and driving record.

Series 7 & 65 or 66 is mandatory, clean U-4

Posted date: 4 years ago

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