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Financial Advisor

Employer
Wealthview Capital
Location
Jackson, Mississippi
Salary
Commensurate with Experience
Closing date
Nov 14, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Preferred
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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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