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Financial Advisor Investment Advisor RIA CFP Series 7 63  (Chicago)

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Details
  • Address: Chicago, IL 60689 (map)
  • Date Posted: 11/05/09
  • Job Type: Full-time
Description

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

Other jobs with this company.

Attention: Recruiter
Email: Send an email to Jim.3053E.2C9CA@mail.jobserve.com

Ad ID: 144517