A competitive base salary throughout the training program with bonus potential
Training and support to obtain the Series 7 and Series 66
Ongoing access to firm partners to meet client's objectives and goals
Mentoring and Coaching from Senior leaders
Your responsibilities:
Developing and/or growing a book of business to meet and exceed pre-defined goals
Effectively sourcing prospective clients
Recommending investment products and services that are suitable for prospects and clients based on their goals
Balancing investment management, sales activities, and new client development
Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship Successful candidates will possess the following: Entrepreneurial Spirit Self-motivated Sales/ business development/relationship-builder Strong networks and connections and community involvement Excellent communication skills