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Company Description Registered Investment Advisors, LLC is dedicated to providing expert financial strategies and financial planning services. The company places a strong emphasis on fostering long-lasting relationships with clients by offering tailored solutions designed to meet their unique investment goals and needs. Known for a client-focused, highly ethical and empathetic approach; the team at Registered Investment Advisors, LLC is committed to empowering individuals and institutions to make informed financial decisions. Role Description This is an opportunity for T Tax Preparers Accountants Estate Planners Real Estate Salespersons Insurance Agents Benefits Professionals Retired professionals If you’re a professional that engages with clients on a deeply personal level, you may qualify to be compensated for referring your clients. The clients will receive disclosures about the relationship and the referring partner will have a formal agreement for compensation. There are no gimmicks, not a pushy salesperson! Communication between parties will be abundant, open and professional. Qualifications Relationships with clients in a financial or service-related role .Licensed, Certified, or formally educated with a Bachelors degree in a professional capacity. Other professional roles considered on a case-by-case basis
Vacancy posted 3 days ago
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