Established, successful independent financial planning and wealth management firm with offices in PA and NJ seeks experienced financial advisor with existing book of business to join us in our offices located in PA and NJ. The ideal candidate will become part of our long-term business succession plan for a senior partner eventually leading to a partnership opportunity.
We offer exceptional administrative and operational support as well as great office space and private parking. Join our team and bring your ideas for marketing and prospecting initiatives to grow your business. Consider the possibilities for growth, including the potential for higher production and payout through the independent channel. FINRA Series 7, 63 and 65 or 66 required; CFP® or CFP® candidate desirable. Existing book of clients required.
Please contact Bud James, Dynasty Advisors, LLC, at 866-284-1314 or email resume to email@example.com.
FINRA Series 7, 63 and 65 or 66 required; CFP® or CFP® candidate desirable. Existing book of clients required.
3 openings. Telecommuting is allowed.
About Dynasty Advisors, LLC
At Dynasty Advisors our mission is to help you achieve financial independence. As a privately-owned and independent professional financial services firm, we focus objectively on your financial goals and issues. Whether you have needs as an individual, business or institution, our unique processes, independence and experience allow us to act as true advisors and client advocates. We take great pride in developing long lasting relationships with our clients by providing professional advice backed by excellent client service.