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Washington, D.C.

    Senior Financial Advisor - Washington, United States - Bull Run Investment Management

    Bull Run Investment Management
    Bull Run Investment Management Washington, United States

    1 week ago

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    Description

    About Us:

    Bull Run Investment Management is a dynamic, rapidly growing wealth management firm. Our diverse and innovative team prides itself on offering first in class in-house proprietary management, with a specific focus on high growth public equities in the software and technology sectors. We are proud of our record in generating superior returns for our clients, and offer a comprehensive suite of financial services tailored for individuals and families, workplaces, and philanthropic organizations. At Bull Run, we are not bound by constraints, and have the freedom to utilize any mutual funds, ETFs, or money managers available worldwide as we deem fit.

    Job Description:

    We are currently seeking an experienced Financial Advisor who is looking for new opportunities for growth, and aspires to achieve greater professional heights with senior level compensation. The ideal candidate will have a couple of years of experience (or more), and importantly, an existing book of business.

    Roles and Responsibilities:

    1. Provide comprehensive financial planning and investment management services to a diverse client base.
    2. Maintain and nurture relationships with existing clients, while also expanding your book of business.
    3. Implement wealth management strategies, including our in-house proprietary strategies, alternate strategies, and high growth equity investments.
    4. Collaborate with our estate attorney and other professionals to ensure a holistic service to clients.
    5. Familiarity with a broad range of financial products, including mutual funds, ETFs, and money managers

    Qualifications:

    1. Proven experience as a Financial Advisor with an existing book of business.
    2. Excellent understanding of financial planning, securities, and insurance.
    3. Series 65, or 7 and 63. CFP, CFA, or similar certification is a plus.
    4. Superior communication, relationship-building and ethics skills.
    5. Strong analytical abilities, with a proven track record of using data to inform investment decisions and financial advice.

    At Bull Run Investment Management, we offer competitive compensation, a supportive environment that fosters career growth, and the opportunity to be a part of an innovative team.

    Interested candidates who meet the above qualifications are encouraged to apply today.

    Application Instructions: To apply, please submit your interest via easy apply, or reach out directly to the job poster.

    Note: We appreciate every application, but due to high volumes, only candidates selected for an interview will be contacted.

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