We are looking for a financial planner with 3-5 years of experience who is looking to serve 100-150 of our firms clients, around $35M in AUM and is open to working with clients virtually and in person to assist them with their planning and goals. Candidate must have excellent verbal and communication skills, has Series 65 and insurance license, and ideally has CFP. Candidate does not need to create their own sales but must be open to working in a team environment.
-Competitive salary and benefits are offered and a great team environment.
With decades of experience and unique expertise, our team can guide you to a secure future, and the peace of mind you deserve.
https://www.offitadvisors.com/