Job details
Job type full-time number of hires for this role 2 to 4
Qualifications
Bachelor's (preferred)
Financial services: 2 years (preferred)
Series 7 (preferred)
Full job description
We are expanding! we are currently seeking a results-driven, highly motivated professional to join our team, as a partner to continue our growth.
Responsibilities include:
Driving growth through prospecting efforts, and recruiting new advisors to build your own team.
Identifying centers of influence to build relationships and develop a network of potential referral sources.
Assisting president during company funded public workshops to add new clients while growing personal practice.
Selecting wealth management solutions that will fit the client’s risk tolerance and time frame, and presenting customized wealth management plans.
Presenting the company’s investment strategies and solutions at corporate office.
We offer:
Dynamic portfolios managed in-house and based on forward market research
Competitive payouts starting @ 50% to 70%
An opportunity to become partner in 12 months
Full suite of private equity offerings
100% equity in your personal practice
*education, experience & skills
Prior business development experience in the financial services industry.
Disciplined self-starter with ability to work independently and in a team environment.
Experience with public speaking and the ability to make group presentations.
The ability to explain investment options in easy to understand ways.
Strong powerpoint skills and proficiency in microsoft office and crm software, redtail preferred.
Organized, detail-oriented, and excellent time-management skills.
Series 7,65 or 66.
Possess a clean u-4 crd history.
***type: full-time
Experience:
Business development: 1 year (preferred)
License:
Series 7,65 or 66 (required) *
Job type: commission
Job type: full-time
Benefits:
Flexible schedule
Schedule:
Monday to friday
Supplemental pay:
Commission pay
Education:
Bachelor's (preferred)
Experience:
Financial services: 2 years (preferred)
License/certification:
Series 7 (preferred)
Work location:
Fully remote
Paid training:
No
Management:
Key leader
Company's website:
Www.orionwmtx.com
Benefit conditions:
Only full-time employees eligible
Work remotely:
Yes
Covid-19 precaution(s):
Remote interview process
Virtual meetings
