Company Cybercoders.com
Position Title Financial Advisor Investment Advisor RIA CFP Series 7 63
Job Code 2885690
Job Location Chicago, IL -
Description
Financial Advisor - Investment Advisor - RIA - CFP - Series 7 63 Financial Advisor - Investment Advisor - RIA - Financial Planner - Series 7 - Series 63 - CFP - Skills Required - Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD's, Equities, Insurance, Money Market Funds
Financial Advisor - Investment Advisor - RIA - Financial Planner - Series 7 - Series 63 - CFP - Certified Financial Planner - Pre-Retirement - Post-Retirement - Stocks - Preferred Stocks - Mutual Funds - Taxable Bonds - Tax-free Bonds - Insurance - Annuities - Separate Account Management - CD's - UIT's - ETF's - Trust Management
Financial Planner - Investment Advisor
Are you a great Financial Planner/Investment Advisor who is tired of large firm politics and low payouts? Do you also happen to have a transferable book of business (and 12-months trailing revenue of at least $200k), plus your Series 7 and 63 licenses? If so. Please Read On!
We are a full service independent financial advisory firm, looking for some All-Star caliber Financial Advisors to join our team in the greater Chicago area!
What you need:
* At least 3-years of financial planning and/or investment sales experience, preferably in Stocks, Preferred Stocks, Mutual Funds, Taxable Bonds, Tax-free Bonds, Insurance, Annuities, Separate Account Management, CD's, UIT's, ETF's, and Trust Management
* Minimum level of production of $200K in trailing twelve months, and the ability to transition a high percentage of your clients to a new firm
* Series 7 and 63 Licenses
A big plus:
* CFA designation
* Pre-retirement/Post-retirement experience
* Experience with any of the following:
-Reg D Private Placements
-Structured Settlements
-Small Company Investment Banking
-Public Company Single Stock Planning
What's in it for you:
* Financial Advisors have all of the tools offered by the wirehouses, without the red tape associated with large organizations.
* High Payout - one of the highest in the full service brokerage business. (Note:
this position provides straight revenue sharing compensation with assistance during the initial three-month transition period based on your trailing revenue.)
* Performance-based bonuses.
* Freedom - No proprietary product pushing. You choose what is best for your clients.
* Full Range of Products - Everything you need to service your book.
* Full Benefits - 401k, Health, Dental, etc.
So, if you're a great Financial Planner/Investment Advisor who is tired of large firm politics and low payouts, and you also happen to have a transferable book of business (and 12-months trailing revenue of at least $200k), plus your Series 7 and 63 licenses. Please Apply Today! - JT-FinancialAdvisor-IL - , , , , , CyberCoders CyberScientific
Desired Skills:
Non-Tech Skills:
Pay Rate: $40k - $100k
Start Date: ASAP
Emp. Type: Full Time
# of Openings: 1
Location: Chicago, IL -
Overtime Pay: None
Job Number: 35795110 : JSJT-FINANCIALADVISOR-IL_1
Date Posted: 11/3/2009
Cybercoders.com
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Attention: Recruiter
Email: Send an email to Jim.3053E.2C9CA@mail.jobserve.com