Senior Financial Advisor - Salt Lake City, United States - Connexa Recruitment

Description

Connexa Recruitment is currently looking for Senior Financial Advisors to join an established National Group. Our client offers the full spectrum of investment solutions, positioning advisors to better meet their clients needs.

Combining their Wealth Management Platform, with deep history and expertise in income driven investing, senior financial advisors are well positioned to serve their clients needs and goals.

They provide Investment Management and Financial Planning to High Net Worth Individuals.

Advising strategies for clients in investment planning, financial planning, income investing, wealth management, alternative investments, insurance coverage, cash management, lending, and other areas to help them reach financial objectives.

Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.

Provide Investment Management and Financial Planning to High Net Worth Individuals.

This opportunity comes with an existing book of business to take over and immediately start earing from.


Requirements:

• Experience providing quality financial and wealth management advice.
• Ideally must have current Financial Advisor FINRA Series 7, 63 and/or 65/66 Registration

Benefits:

• Uncapped earning potential
• Highly competitive payouts
• Transition compensation packages
• Firm Financed practice acquisition support
• Succession retirement / Planning programs

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