Posted: Wednesday, December 7, 2016 3:47 PM
Looking for an opportunity to earn substantial compensation with rapidly growing financial services and wealth management firm with a highly supportive environment that utilizes state-of-the art tools and products? Ready to really reap the reward from your expertise and business development skills? This is a great position for an experienced financial planner producer with an entrepreneurial spirit. Very high commission structure and retention plan can allow you to continue to build on recurring income. This firm offers in-house and third-party managed RIA portfolios and a large variety of financial planning options utilizing state-of-the-art tools and products. Must be a true team member and business developer with a mature knowledge of your craft and competency across the financial/planning product spectrum, including a general understanding of taxes as it relates to financial planning and products. Excellent planning and customer service skills are a must in dealing with client planning and presentation meetings and follow-up with team members responsible for on-going client review and support. Experience sought includes 401(K) plan installation and advising, and Series 6, 63, 65 and L&H licenses. CFP, ChFC or CFA designation is preferred. A clean U-4 and personal background check is required. Excellent base and high retention commission structure. A mature network of prospective clients and any book of business will factor in compensation negotiations.
• Location: Richmond, Richmond, VA
• Post ID: 20559032 virginia