Registered Investment Advisor

If you are a Registered Investment Advisor with experience, please read on!
-REMOTE-
We are an Investment Management Firm with 16 years of institutional money management experience based out of Rockville, MD. We are looking for a RIA with a previous book of business to join our team of successful professionals. You have the choice to work 100% remote, hybrid, or in the office. Come join our team- apply today!

MUST have book of business

Top Reasons to Work with Us

$90-$120,000/year base salary, it's completely negotiable based on your book of business
REMOTE POSITION
- Vacation/PTO
- Medical
- Dental
- Vision

What You Will Be Doing

- Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
- Identify and promote new business opportunities & referrals for strategic relationships, i.e. accountants, trust lawyers and insurance professionals.
- Seek the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for a client

What You Need for this Position

- Series 65, 67
- CFP
- Financial Advisor

Benefits

- Vacation/PTO
- Medical
- Dental
- Vision

So, if you are a Registered Investment Advisor with experience, please apply today!

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Clint Naegel

Benefits

PTO

Medical, Dental, Vision