| Location: |
AZ-Phoenix
Southwest (AZ, AR, NM, OK & TX) |
| Salary Range: |
150,000 - 300,000 |
| Total Compensation: |
200,000 - 300,000 |
| Job Description: |
Provide professional money management services and guidance to the affluent wealth management segment; function independently within the firm's structure. |
| Education and Certifications/Licenses: |
Bachelors, None, FINRA Registered Rep - Series 7 - Stock Broker|NASAA State Registration / Investment Advisor - Series 63|NASAA State Registration / Investment Advisor - Series 65 |
| Mandatory Minimum Qualifications: |
Driven to success as an independent Advisor or wealth management consultant in a wirehouse or bank wealth management group. Leverage your existing book and contacts to generate revenue and grow by serving the needs of a very affluent client base. Must be well connected and respected within the affluent segment in the local market. |
| Preferred Qualifications: |
CFP, CFA, CIMA or equivalent |
| Benefits: |
Normal
|
| Overnight Travel: |
None Listed |
| Relocation Assistance: |
Might Consider, Locally established candidates only, please.. |
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