Search BizAthletes | Financial Advisor
Search BizAthletes - new york city, NY
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Financial Advisor - Top Fast Growing Investment CompanyCOMPENSATIONPERKSINTEL:Based on Net Model: 1st Year Total Earnings: $150,000 - $200,000+100% Remote RoleHealth Care Plan (Medical, Dental & Vision)Life Insurance (Basic, Voluntary & AD&D)Short-Term & Long-Term DisabilityVacation, PTO, Sick Time OffCompany-Sponsored Quarterly Trips100% Virtual (Within the US)Prospecting Expenses & Travel CoveredProvide Pre-Set, Qualified Leads to Bring In New ClientsRobust Internal Resources, Including Centralized Investment ManagementAll Operational Resources are Company-ProvidedCompany-Sponsored Quarterly TripsNOTABLE ACHIEVEMENTSAWARDS:4.5 Star Rating on 40% Growth over 3 YearsTop 20% Financial Firm in the USCompeting w the Top 4 Financial FirmsRESPONSIBILITIES:Grow Revenue by Building RelationshipsBuild and Maintain a Client PortfolioBring in New Prospects & Grow Existing RelationshipsOwnership over Investment Management, Financial Planning, & Income StrategiesMeet & Exceed Sales GoalsREQUIRED QUALIFICATIONS:3+ Years of Successful Financial Planning ExperienceBachelor's Degree from Accredited University$30 Million+ in Managed AssetsExperience Growing Book of BusinessAble to Bring Your Book of Business With You Without Any RestrictionsHave at least one of CFP, CFA, or CPA (CFP orand CFA strongly preferred)
Created: 2025-01-11