Financial Planning


Financial Planning

Are you looking for a great career opportunity with growth potential?

Our planning team is searching for a distinguished team member with a very specific skill set! You will enjoy huge growth potential.

Established CFP (Certified Financial Planner) located in the UTC/Golden Triangle area, ranked in the top 1% of the largest independent broker dealer in the country, is seeking an entry level financial advisor (admin with transition to sales in the future).
Must have financial experience with CLEAN CREDIT/ BACKGROUND.

Skill set needed includes an outgoing personality, high octane administrator, great on the phone, excellent customer service, can do attitude and able to remain upbeat under pressure. Securities and insurance operations experience will be an advantage.
A current securities license will also be a plus.

Compensation is at or above San Diego average, based on skill set. Many benefits included. Great work environment!

E-mail resume in MS Word or PDF format to:

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