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
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