Financial Advisor
- Employer
- Wealthview Capital
- Location
- Jackson, Mississippi
- Salary
- Commensurate with Experience
- Closing date
- Nov 14, 2021
View more
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Experience Level
- 5 to 9 years
- CFP® Certification
- Preferred
Jackson, MS wealth management firm is seeking an experienced financial advisor to join its team of highly qualified and dedicated professionals. The firm is a boutique, fee-only registered investment advisor that adheres to a fiduciary standard of care and partners with families throughout the United States to help them achieve their life’s goals. The firm offers goals-based financial planning, discretionary portfolio management, and prudent financial advice delivered by a team that knows each client on a first-name basis. This position is salaried with bonus potential and offers significant income advancement and career development opportunity as well as the ability to make a significant impact in the direction of the firm and in the lives of the firm’s clients.
Prerequisites:
- Mississippi Roots
- Extroverted Personality
- Client-Facing Advisory Experience
- CFP, CIMA, CRPC, AIF designation(s) helpful
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