Experienced Financial Advisors - Multiple Locations (Remote Work Opportunities Available)
4 days left
- CFP® Certification
- Not necessary
Moors & Cabot is seeking experienced Financial Advisors with established practices to join our many expanding offices throughout the country. Here, you will cultivate relationships with clients and evaluate their needs to effectively manage their wealth. To help clients meet their objectives, you will stay current and informed of new investment products and market trends and analyze, draft, and implement comprehensive investment plans. We will help you do all of this while maintaining your independence.
At Moors & Cabot, you can be as entrepreneurial as you want, yet still be part of an experienced team of financial professionals with serious ambitions. What's more, you'll be connected to all the support and resources of a venerable Boston-based financial services firm (from an in-house Trading Desk to a dedicated Marketing Support Desk)—all while earning a higher payout.
We understand the decision to consider transitioning your business is not one that is taken lightly, but let us put your mind at ease. Apply, and we’ll coordinate a conversation with a member of our Executive Management Team who will be happy to answer any question you have and put any concerns to rest.
Ideal candidates will possess the following:
- 5+ years in industry
- A solid book of business with a minimum production of $250k and $25MM in assets under management
- Bachelor's degree
- Series 7 and 63 licenses
- A client-focused approach
- Performance and goal driven personality
- Excellent communication skills
If you join Moors & Cabot, you will join a culture that believes in putting the customer first while delivering a top tier experience to our Financial Advisors and looks to all employees to contribute to that goal by sharing their ideas, experience, and desire for continuous improvement. Moors & Cabot employees are encouraged to help make their local communities better through involvement in charities or volunteering during M&C Cares Days.
We offer competitive compensation and health, dental, and vision care benefits. Work/life balance is a top priority and is supported through paid holidays, paid time off, and sick and personal time (including time to volunteer), as well as company paid continuing education opportunities.
Moors & Cabot Member FINRA, NYSE & SIPC. M&C is an equal opportunity employer.
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