Advising strategies for clients in investment planning, financial planning, income investing, wealth management, alternative investments, insurance coverage, cash management, lending, and other areas to help them reach financial objectives. Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. Provide Investment Management and Financial Planning to High Net Worth Individuals.
Experience providing quality financial and wealth management advice.
Ideally come from a commission/fee based background with a current book of business Ideally must have current FINRA Series 7, 63 and/or 65/66 Registration Bachelor degree in business, finance or related field.
Highly Lucrative remuneration
Transition compensation packages Firm Financed practice acquisition support Succession retirement programs