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Location

Rockville, MD | United States

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Job description

If you are a Registered Investment Advisor with experience, please read on!
-REMOTE-
We are an Investment Management Firm with 16 years of institutional money management experience based out of Rockville, MD. We are looking for a RIA with a previous book of business to join our team of successful professionals. You have the choice to work 100% remote, hybrid, or in the office. Come join our team- apply today!

MUST have book of business

Top Reasons to Work with Us

$90-$120,000/year base salary, it's completely negotiable based on your book of business
REMOTE POSITION
- Vacation/PTO
- Medical
- Dental
- Vision

What You Will Be Doing

- Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
- Identify and promote new business opportunities & referrals for strategic relationships, i.e. accountants, trust lawyers and insurance professionals.
- Seek the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for a client

What You Need for this Position

- Series 65, 67
- CFP
- Financial Advisor

Benefits

- Vacation/PTO
- Medical
- Dental
- Vision

So, if you are a Registered Investment Advisor with experience, please apply today!

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Clint Naegel

Benefits

Applicants must be authorized to work in the U.S.

Preferred Skills

Series 65

CFP

Financial Advisor

Financial

Finance

Finances

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Job tags

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Salary

$90k - $120k