We have an opportunity for an advisor to join our client, a 37- year old Investment Advisory firm located in the new Streets of St Charles town square environment.
Consider some of the advantages to becoming an associate with our firm:
* Firm manages over $300MM; we take a Financial Planners approach with clients.
* We have a staff of 20 professionals, working together for your clients.
* Includes a full in-house tax service.
* Consistently the top advisor/firm for an independent broker dealer that is rated as one of the top firms, as it pertains to average advisor production.
* Salary plus generous bonuses based on production
* Firm owner has won numerous awards,
* The right person could lead to participation in a succession plan.
Be a part of the firm run by the Best Financial Planner in St Charles County, according to the readers of Suburban Journal.
About Moisson Partners, Inc.:
Des Moines-based Consulting firm, focused on the Investment Advisory and Asset Management arena
Posted 4 years ago