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Custom Wealth Solutions

Financial Advisor

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Job Description

Well established Wealth Management firm needs an additional advisor to work with the firm's existing client base. Position is available due to a retirement in the firm. Successful candidate will have excellent communication skills. Also need to be able to have good time management skills, and be able to use technology to leverage time. Ability to work with a wide range of clients and gain creditability and trust. We maintain a very professional office environment. Applicants should have experience in both securities and insurance products. Successful candidate will have a securities license and be able to register with our Investment Advisory firm. Also having an insurance license is preferred but not required. Firm has an existing book of business to assign to the successful candidate. Bringing your own book is welcome, but is not required. Regular office hours Monday-Thursday. No or limited evenings. Friday remote availability. Must have at least 2 years of experience working directly with clients, well seasoned advisors are also welcome to inquire. Compensation will be tailored to the needs of the successful candidate. Compensation package will include a combination of salary/draw along with commission compensation.
Job Type:
Full-time Pay:
$70,000.00 - $150,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Vision insurance
Physical Setting:
Office Experience:
financial planning/advising: 2 years (Required) sales: 1 year (Required)
License/Certification:
securities license? (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Professional Development
  • Health Insurance