Deerfield Beach, FL USA
We are looking for motivated, innovative, ambitious, individuals to join, learn and grow with our team of licensed wealth professionals. Self-driven, dedicated and zealous individuals will be added to our team of exceptional wealth professionals. In addition to working side by side with our team of professionals, you will gain the potential to achieve a managerial position within the initial 12 months.
•Assisting the Human Resources Department in selling and servicing an existing client base developed through our prior relationships.
•Working side by side with proven and established producers in the wealth management field.
•Building and maintaining present client connections to provide clients with investment products.
•Establishing and preserve new clients through our extensive qualified and competent prospect network.
•A Bachelors Degree, Series 63 Securities License, Series 65 Securities License, Life-Health & Variable Annuities License, is preferred
•Exception: We will provide guidance and support to individuals to prepare for the licensing exam. The necessary tools and techniques will be provided to ensure that they excel in performance for the examinations. If they graduate successfully from the training program, upon completion they will earn their certificate and employment as a wealth advisor.
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||10 Fairway Drive, Suite 302
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