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 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