Investment Advisor

Location
Walnut Creek, California
Salary
High Payouts
Posted
April 03 2018

Job Title: Investment Advisor

ABOUT THE COMPANY

Established in 1987, Alamo Capital is a Woman-Owned Business Enterprise. The firm is a Full Service Broker Dealer capable of handling all types of investments and insurance products.  Given our WBE (Women Business Enterprise) status we are recognized by many states and other municipalities.  Our specialty is Tax-Free investment products.  In the year 2017 we bought more than 575 municipal bond issues where we acted as Manager, Senior Co-Manager, Co-Manager or member of the accounts.  Alamo Capital carries a substantial secondary inventory in fixed-income product.  Check us out at https://www.alamocapital.com/about-us/.

SUMMARY

The Investment Advisor will be handling investment accounts for various clients, including institutional and retail, using all products available in the investments and insurance arena. We are looking for licensed individuals with an existing client base. This person will be the captain of their own ship with support from Alamo Capital. 

Expected minimum production of 180k+/year or more

BENEFITS

-High Payouts- Our initial Payout (depending on your production history) is as high as 75% for the first 5 months and 50% thereafter for at least one year then depends on your personal production.

-Health Insurance + 401k

-Marketing and sales support

-Free parking and individual office space

-Forgivable draws available depending on prior provable production

-Paid twice monthly

REQUIREMENTS

- Series 7 & 63 or equivalent

-Clean U-4

-1 year minimum experience

-Bachelor’s Degree or higher

-Extensive knowledge of the securities industry

-RIA’s welcome

-Insurance license a plus

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