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Financial Advisor

$100k - $150k

ExcelliSearch, Inc.

Financial Advisor


$ 100,000.- $150,000 [ Could be Higher depending on Portfolio]

Needs in several offices- NY/NJ ; Florida ; Phila; Pittsburgh .

Financial Advisor

We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses .


RESPONSIBILITIES

  • Developing comprehensive, fee-based personal financial plans for individuals and families.
  • Providing various investment advisory services including proposal development, asset allocation modeling, etc.
  • Some trading and rebalancing of client portfolios.
  • Meeting with clients individually or on a team basis with a partner to review financial and investment plans.
  • Responding to various client service requests throughout the year.
  • Helping the firm grow through acquisition of new clients and retention of existing clients.
QUALIFICATIONS
  • Bachelor's Degree in business or finance.
  • 4+ years' experience as a personal financial advisor/planner
  • Industry related professional designations such as CFP preferred
  • The ideal candidate will possess the Series 65 & insurance licenses
  • This individual will be highly motivated with a strong desire to succeed.
  • Excellent organizational, communication, interpersonal, and computer skills required.
BENEFITS WE OFFER:
  • Competitive Compensation
  • Lucrative New Business & Employee Referral Bonuses
  • Anniversary Bonus
  • Open Paid-time-off policy for professional staff
  • We provide a flexible work environment to offer work/life balance.
  • 401(k) plan with company match and profit sharing
  • Medical, dental, and vision insurance
  • Company Paid Life Insurance
  • Affordable Short- & Long-Term Disability Insurance
  • Affordable Accidental and Critical Illness Insurance
  • 10.5 Paid holidays
  • Disability Insurance
  • Tuition Reimbursement
  • Annual Performance Reviews
Vacancy posted 3 days ago
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