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: Qualifications:
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