Investment Advisor (transferrable book required)
Job description
- The Putney Financial Group is looking for an Investment Advisor that has at least 5 year's experience in the industry.
- FINRA Series 66 & 7 Licenses preferred.
- Need to have a book of business 10m AUM.
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and creditability in an advising capacity.
- For more information visit our website at: www.putneyfinancial.com
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
Physical setting:
- Office
Schedule:
- Day shift
- Monday to Friday
Supplemental pay types:
- Commission pay
COVID-19 considerations:
The Putney Financial Group is very diligent in adhering to COVID - 19 recommendations by the CDC. We adhere to local and state guidelines and we create a safe environment for employees to work and feel confident.
Ability to commute/relocate:
- San Rafael, CA 94903: Reliably commute or planning to relocate before starting work (Required)
Experience:
- Financial concepts: 5 years (Required)
Work Location: Hybrid remote in San Rafael, CA 94903
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