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Financial Advisor I, PRN
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Financial Advisor
2 months ago
Job Description - Senior Wealth Advisor
Are you tired of the wealth management industry's declining values and ethics? We get it… A Great company should be founded on mutual understanding, trust, collaboration, and respect.
If you have the experience and qualifications of a successful wealth advisor and want to deliver better services to your existing clients, receive qualified leads and referrals, and enjoy a great payout structure, then I strongly urge you to keep reading and apply TODAY
We are pleased to announce that our firm seeks wealth advisors nationwide to join our fast-growing fee-based organization. We will provide you with qualified leads and advertise locally on your behalf to make you that SUPER STAR Financial Advisor to your community.
What we are looking for: We welcome all experienced wealth advisors who want to continue growing their AUM. If you are looking for a company that truly cares about you and your clients, we welcome you to join our team in the comfort of your home or one of our local offices.
Requirement:
- Must have 5+ yrs. experience as a wealth advisor
- Must have 5+ yrs. Experience with Fidelity, Schwab, etc. platforms.
- FINRA Series 7, 66, or 65 (required)
- CFP/CFA (highly recommended)
- Possessing the ability to listen and communicate effectively and a high level of ethical standards is a must.
- Works well independently and can manage new and existing book of business.
- Clean U4/U5
- Self-driven and Goal-focused
Don't hesitate to get in touch with Janeen Leite at jl@eliteprofitpath.org to schedule a CONFIDENTIAL call. I look forward to discussing this amazing new opportunity in an atmosphere you can call your forever home
Company DescriptionAt Elite Profit Path, we’ve established a nationwide system that places personal interests and transparency at the forefront of every action. We believe in building enduring trust through open communication, accountability, and keeping our promises, making you feel secure and confident in our partnership.
We value lifetime relationships in which we share and celebrate life together. We recognize that one of the most significant risks in the recruitment process is a need for more clarity regarding the needs of both clients and candidates beyond the salary and title.
Drawing from our extensive experience, we understand that more than incentives are needed to ensure high-caliber employees’ long-term satisfaction. A company’s culture, work-life balance, growth, and employee engagement are not just buzzwords, but essential to retaining elite talent. EPP specializes in securing individuals who are passionate about driving their financial success. This contributes to your overall success and inspires excitement about the opportunities at EPP, showing our deep understanding and care for your professional-personal balance.Company DescriptionAt Elite Profit Path, we’ve established a nationwide system that places personal interests and transparency at the forefront of every action. We believe in building enduring trust through open communication, accountability, and keeping our promises, making you feel secure and confident in our partnership.\r
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We value lifetime relationships in which we share and celebrate life together. We recognize that one of the most significant risks in the recruitment process is a need for more clarity regarding the needs of both clients and candidates beyond the salary and title.\r
\r
Drawing from our extensive experience, we understand that more than incentives are needed to ensure high-caliber employees’ long-term satisfaction. A company’s culture, work-life balance, growth, and employee engagement are not just buzzwords, but essential to retaining elite talent. EPP specializes in securing individuals who are passionate about driving their financial success. This contributes to your overall success and inspires excitement about the opportunities at EPP, showing our deep understanding and care for your professional-personal balance.
