- Been in business since 1857
- Company is one of the largest wealth management groups
- Multi-billion dollar company
- Lot of room to grow
- Responsible for developing clients and brining in new business
- Wil manage a book of business and grow that book of business
- Will be the lead person for selling financial plans
- Responsible for understanding the back end operation – strategize a financial plan for the individual or company and make recommendations based on the clients needs and close the deal
- License Series 6 is required, Series 7 is preferred
- Good communication skills – professional with clients
- Business development/relationship building experience
- Bachelor of Science degree is preferred
- All your information will be kept confidential according to EEO guidelines
- All applications must be accompanied by a resume and contact information
- Please forward your resume to Dan Pierdomenico and reference job #8926DP
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