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Wealth Management Financial Planner

Burlington Alliance Capital Management

Wealth Management Financial Planner

Greensboro, NC +6 locations
Full Time
Paid
  • Responsibilities

    Job Description

    Job Description

    RIA in the Indianapolis area is looking to hire an experienced financial advisor with an established book of business. The ideal candidate for this position would currently be a financial advisor with a large national firm that is looking for any or all of the following:

    • Higher Pay

    • A tested and established lead generation system to grow your practice as aggressively as desired

    • growth oriented, positive, upbeat work environment

    • Establish your own DBA (ABC Financial Group) and work with your clients on your own terms.

    • Ability to provide advanced institutional style investment management services

    • Advance resources in the areas of financial, estate and tax planning

    • Custody client assets at well know custodians such as Schwab and Fidelity.

    This position is commission only with the potential for salary and benefits.

    Company Description

    Burlington Alliance Capital Management strives to provide our clients with investment advice that helps them achieve their goals and live their dreams during retirement. We strive to conduct our business according to the highest standards of honesty, integrity, and fairness.

    Our goal is to manage investments based on our client’s best interests. Investing not only for return, but to protect against the impact of devastating corrections in the market.

    Company Description

    Burlington Alliance Capital Management strives to provide our clients with investment advice that helps them achieve their goals and live their dreams during retirement. We strive to conduct our business according to the highest standards of honesty, integrity, and fairness.\r\n\r\nOur goal is to manage investments based on our client’s best interests. Investing not only for return, but to protect against the impact of devastating corrections in the market.

  • Locations
    Denver, CO • Tampa, FL • Jacksonville, FL • Greensboro, NC • Charlotte, NC • Dallas, TX • Houston, TX