Friday, June 24, 2016

Advisor to work with existing clients - Courtney Raymond Consultants - Palm Desert, CA





Our client has an exciting opportunity to help cover a large group of existing clients. They are looking for licensed/active Series 7 (63/65 or 66) Reps to service and cross sell products and services.

This is a great opportunity for the financial advisor who has struggled to build a book through their friends and family network or is tired of the constant hassle to make monthly commission to earn an income. It is ideal for a financial advisor who has a strong sales personality, understands a consultative sales approach, loves working in a team environment, respects a planning approach to advisory work, and wants to apply those skills in a warm selling environment.

CFP track is fully supported


Growth opportunities into desired long-term career track


Compensation:
Base Salary + Quarterly Bonus – 55 to 60k base + quarterly bonuses with potential first year income in the 70 to 100k range. Stronger performers can make more than 100k.


Qualifications:


  • Active/Clean Series 7 (63/65 or 66)

  • Some financial advisory/service or investment sales experience

  • Experience with retail clients a plus Please send us a complete resume if you are interested in learning more.






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