BROKERHUNTER.com Financial Services Jobs - Alamo Capital - Financial Advisor

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Firm Information
Firm Name:	Alamo Capital
Branch:	Walnut Creek
City:	Walnut Creek
State:	CA

BROKERHUNTER Job Description

Posting Number:

P67769072

Location:

California-Bay Area

Job Title:

Financial Advisor - Series 7 License Broker

Earnings Range / Type:

Depends upon Experience

Series 7 or Series 6:

Required

Minimum Years Registered:

N/A

Minimum Level of Education:

2-4yr College Degree

Minimum Gross Production:

N/A

Minimum Assets Required:

N/A

Alamo Capital is a broker dealer headquartered in Walnut Creek, California with an office in Las Vegas.

About Alamo Capital

Alamo Capital is a broker dealer located in Walnut Creek, California. We specialize in tax free investing for 23 years. Our aim is to provide timely and efficient executions of investment transactions for our retail, institutional and wholesale clientele. Our stock commissions are extremely competitive. Orders are executed over the telephone with a broker.

We are recognized by the California State Treasurer's Office as a Women Business Enterprise (WBE), part of the Target Business Enterprise program.

Duties:

Utilizing a passion for customer service, positive energy, and problem solving skills to connect with our clients via inbound and outbound calls.

Assessing and resolving client issues at a moment’s notice, helping Alamo Capital’s products and services.

Delivering unparalleled value and outstanding service to our clients in order to build and maintain client loyalty.

Placing trades, uncovering business development opportunities, discussing the latest market trends, responding to research requests and providing investment advice/education to our clients.

Benefits:

Competitive payouts

A Business Transition program that includes a Sales Assistant

Access to state of the are trading technologies

An ACAT Transfer Team

Fee are paid for all ACAT transfers*

A Fixed Income Trading Desk Available

Monthly Marketing Budget

401K & Medical

Paid twice a month

*ACAT fees are paid depending on value of assets under management

Requirements:

2 years of brokerage experience

Series 7 with a Series 63, 65 or 66

Clean U-4

Strong quantitative and analytical skills

Enthusiastic, energetic demeanor

Great communication and presentation skills

Respond

Please send all resumes to scarone@alamocapital.com or call Sandra VP of Recruiting at (925) 472-5717

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