If you are a holistic financial advisor with either a CFP, CLU, or CFA designation (or are working to pursue them) seeking change and share our core “client first” values, we invite you to apply!
– Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences”
– Execute and negotiate follow through of implementation vehicles including insurance, investments, tax planning, debt management, estate planning, and other tasks quoted to client
– Decide how to build your practice by choosing your clients and the markets you want to pursue
-Solicit clients actively via telephone, mail, referrals, etc.
-Maintain proper documentation following preset guidelines established by compliance and management
-Comply with all industry rules and regulations