Independent Owner looking to hire financial adv/sales assistant

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Jul 4, 2011 5:05 pm

Rookies that are tired of starving...

I am looking for what would be a hybrid position to help us grown our independent practice.  Rather than a traditional sales assistant I would like to find an organized, honest, licensed advisor who may want to fullfill dual roles while they build their own practice.  This position would pay a salary plus commision or overide so don't worry week to week about being shown the door.

With the new hurdles at Edward Jones.  Constant consolidation at MS, UBS, ML/BAC, and WFA PC I thought this would be a good place to look for somebody tired of just serviving.  Below is the add from Linked In and Craigslist in Raleigh NC. 

Let me know if you think this is a direction you may want to look at:  IM me or contact me at: [email protected] 

Job Description


Independent Financial Advisor would like to hire a licensed sales assistant and/or junior financial advisor. Ideal condidate would be someone willing to perform "dual" roles while she or he builds their own "book of clients". Work in a class A space in Raleigh, North Carolina. This is a winning combination of one of the most respected names in the financial services industry www.wfafinet.com along the the flexibility of an independent office. Exceptional opportunity for the right individual. 

Desired Skills & Experience

Must be extremely organized, honest, sales oriented. Experience as licensed financial advisor or sales assistant. MUST BE Series 7 Licensed and have a clean U-4. Will consider non licensed individual with substantial experience working with a financial advisor. Credit and background checks will be done prior to any offer. MUST HAVE SPECIFIC industry experience working with or as a financial advisor. Eperience with Wells Fargo Advisors "Smart Station" would be a plus.



Location: Raleigh, NC