Our Firm: Employment Opportunities
We are currently building a team of financial professionals to provide comprehensive financial planning to individuals as well as small to medium size businesses. We are expanding operations in multiple cities. After cross-training and licensing, applicants will receive a performance-related contract.
This is an opportunity for highly motivated, focused individuals seeking to be a financial service professional.
If you have an interest in securities, insurance, or the mortgage industry and want to grow, we'll cross-train you in the other disciplines as well!
- Management positions available. Previous management history a plus.
- We have a professional image, you should too! Professional client contact is a MUST!
- Previous history of public speaking a plus.
- Applicant strengths should include a drive for effectiveness with an educational background in finance related disciplines.
Grow with a professional and experienced team and let your attention to detail make you a success!
For more information about this opportunity, please call Michael Troxler, CFP® at (360) 256-7710 x 102.
Qualified candidates should expect after training and licensing requirements are completed, to work within a team environment of highly ethical and motivated independent investment advisors providing comprehensive financial services. Our focus is on meeting client objectives rather than pushing product. You’ll be expected to: help clients quantify financial objectives, financial analysis, provide suitable recommendations, placement and review of the plan for the clients. As part of the on-going internal training, candidates will present their case work weekly in a “no client name” review, explaining their findings, and making their recommendations respective of product knowledge, regulations, U.S. tax code and client suitability. Candidates will be expected to complete leadership, ethics and continuing licensing training to maintain proficiency and competency. Branch manager positions will require higher level certification and licensing, (CFP®, ChFC®, CLU®, CFA®, JD)