Financial Advisor/Planner

Location
Warner Robins, GA
Salary
Commissions & Fees
Posted
May 02 2019
Industry
Securities

Desired Skills and Experience

Professional Experience:
- Minimum of three years’ experience in financial planning/ investments.
- Experience and success working with affluent individuals, families, and business owners.
- An understanding of global and domestic markets and how they affect the stock markets and returns.
- Minimum transferable AUM of $25MM, negotiable.

Knowledge, Skills, & Abilities:
- Exceptional relationship building skills, including the ability to work effectively with clients and other advisors.
- Ability to work in a team environment.
- Articulate, both in verbal and written communication.

  • Willingness to participate in media opportunities.
  • Achievement orientated, high energy, creative, and optimistic. 

Education/ Certifications:
- Undergraduate degree in Business, Finance, Marketing preferred.
- Securities registration Series 7 and 66 is required.

Compensation:

  • Compensation is negotiable depending upon experience.

 

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