Established Financial Advisor

3 days ago


Cedar Rapids, Iowa, United States HR Full Circle Consulting LLC Full time
Job Opportunity

We are seeking a seasoned, growth-oriented Financial Advisor to join our team at HR Full Circle Consulting LLC. This opportunity is ideal for a professional looking to leverage their expertise and expand their client base in a dynamic and supportive environment.

About the Role

As a Financial Advisor with our company, you will have the opportunity to work with a diverse range of clients, providing personalized financial guidance and investment solutions. Our entrepreneurial firm offers a flexible business model, allowing you to focus on what works best for your business.

Key Benefits
  • We provide an extensive platform with high digital capabilities, enabling you to efficiently manage your clients' needs and facilitate a wide range of financial services, including commercial banking and lending.
  • We cover the cost of your office space and provide a personal Client Specialist to support your business.
  • You will have access to a personal BofA banker and earn bonuses on banking referrals.
  • Our compensation package includes a 350% cash bonus with a 9-year note, plus long-term equity opportunities.
  • After 5 years and age 55+, you may be eligible for our client transition program, which offers a purchase option for your book of business.
  • We also offer a deferred compensation match and a comprehensive employee benefits package, including health and wellness, time off, company retirement contributions, and more.
Requirements

To be considered for this role, you must have:

  • FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations with at least 5 years of experience.
  • An established and portable practice with a minimum of $75MM AUM and $1MM in trailing 12 months production.


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