Posted 1 year ago in Sales & Biz Dev
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
Browse investment advisor jobs in Newport Beach, California:
Tax and Financial Group - Newport Beach, CA
Posted 22 days ago on ZipRecruiter - ZipApply
Transamerica Financial Advisors - Laguna Hills, CA
Posted 5 months ago on CareerBuilder
Tax & Financial Group - Newport Beach, CA
Posted 6 days ago on StartWire