Career Opportunities

   Seeking Financial Planner 

If you are an experienced, Series 65 or 66 licensed Advisor/Planner and are looking for an opportunity with a registerd advisory firm then keep reading....

We are seeking an Investment Advisor/Planner to work out of one of our branches or from home.

Responsibilities include:

  • Evaluate need and sell various investment vehicles and asset management services;
  • Handle customer inquiries regarding wide range of Financial and Investment services;
  • Prepare financial plans and be able to provide recommendations of insurnace strategies; 
  • Execute investment transactions according to established policies

Qualified candidate will have:

  • 65 or 66 license;
  • Excellent verbal communication and sales presentation skills;
  • Bachelor's degree preferred; and
  • Assets under management preferred

We offer:

  • Excellent payout package;
  • Career growth opportunities;
  • Much more; and
  • W\ork from home or an Office

So, if you are a Financial Advisor/Planner with experience, please apply today!  Please contact us at info@NaplesAM.com