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Job Order:
DM0655-001-1211

Job Type:
permanent

Title:
Financial Advisor

Location:
Tampa

Description:
Title: Financial Advisor (DM0655-001-1211)
Location: Tampa
Compensation: Commensurate with experience.

Summary:
Established, boutique wealth management firm is looking to bring on an experienced Financial Advisor to join their staff and provide high net worth clients with the highest degree of service.

Responsibilities:
Build/maintain book of business by selling a wide range of products, services, and solutions to high net worth clients

Experience:
Portable Book of Business (Production greater than $200k)
5+ years experience in financial services sales
Series 7, 63 preferred
Bachelor's degree required
Advanced degree and/or professional designations (CFP) preferred
Verifiable track record of sales success

Category:
Broker Dealer

Contact:
brandon@brokerageconsultants.com