Financial Advisor/Planner

Warner Robins, GA
Commissions & Fees
May 02 2019

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 is negotiable depending upon experience.


Apply for Financial Advisor/Planner

Already uploaded your resume? Sign in to apply instantly


Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

4000 characters left

Marketing Communication

We'd love to send you information about Jobs and Services from by email.

All emails will contain a link in the footer to enable you to unsubscribe at any time.

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.