Teaming Opportunity – Financial Advisor

Position Highlights:

One of the Top FP advisors in FL, Expanded 401k business, enrolled 3,000 participants, needs helps engaging.

Opportunity Details:

• Access to joint work with multiple advisors
• Infrastructure support provided
• Possible existing client leads from current books of business
• Opportunity for exposure to multiple lead generation projects
• Ability to learn from a top wealth management advisor

Position Requirements:

• 215 Licensed, Securities licensed preferred (must be willing to get in the next 6 months)
• Good organizational ability with excellent phone skills
• Willing to participate in networking and prospecting events
• Able to hold discovery meeting, collect fact finder and schedule follow-up meeting

Comp Structure Details:

• Joint Work Splits