Sign in

Financial Advisor

Company:
Relevante, Inc.
Location:
New York City, New York, United States
Posted:
April 16, 2019

Description:

Serves as a Financial Advisor for personal clients, providing financial advice consistent with the clients goals and risk tolerance. Works to increase personal production by prospecting for new clients and working to increase and retain existing client assets. Meets with clients to collect financial information, assess investment profile and evaluate client s financial needs. Advises clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. Works to increase and retain existing client assets and meet potential new clients.

Successful candidates will provide verification of their revenue production and earnings over the last 12 months at their current employer. While this is a commission program benchmarked at the highest levels in the industry, the successful candidate will be provided with a salary during a transition period. Key benefits of joining this organization are their platform, highest levels of commissions, robust training programs, and access to marketplace intelligence.

The Financial Advisor must be currently employed and have a book of business under their name they are looking to move over.

Client offers an upfront payout for coming over with the book.

Revenues earned from the book must be at least $200,000 over the past 12 months.

Several options available – 1099, W2, Work from Home or Office.

Must have a clean FINRA record.