Financial Advisor
JCW Search is currently partnered with a national investment banking firm looking to build out its team of financial advisors. This is a commission based sales-driven role.
Day to day you will:
- Work with your existing book of high and ultra-high net worth clients
- Network with new potential clients and work on expanding your book of business
- Work with a mid-sized team of professional financial advisors
To be successful you should have:
- Series 66 (required); Series 7, and/or Series 63 (preferred)
- Existing experience building out and managing a client base
- Strong written and spoken communication skills
-
Seniority level
Associate -
Employment type
Full-time -
Job function
Sales, Finance, and General Business -
Industries
Investment Advice, Financial Services, and Investment Management
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