We are and independent RIA and provide holistic finanicial planning services to our clients, including; investment management, insurance planning, tax strategy, consulting and wealth planning.
A financial professional looking to join a firm designed for the future and helping build & transfer the next generation of wealth.
Join our team and receive:
- Non-captive solutions for clients: investments, planning & insurance
- Hands-on leadership and coaching
- Modern marketing and sales support
- Back-office support
- Technology enabled tools and services
- Flexibility to run and grow your business
- Control over your financial future
- Location flexibility
What you need
- Highly self-motivated and self-disciplined, must have the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships, help others and do so ethically
- Positive attitude, willingness to learn and unafraid to fail
- Detail-oriented, organized and strong time-management
- Always willing to learn
- Good communication skills: excellent listening skills, the ability to critically think and explain complex information in a simplistic manner
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Uphold highest level of integrity
Qualifications
- Bachelor's degree in Finance or related field
- Industry experience
- Securities license
- Strong understanding of the financial, insurance and investment business
- Excellent interpersonal & sales skills
Job Type: Full-time
Benefits:
Work Location: Hybrid remote in Miami, FL 33130
